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Willingdon Wealth Management’s Ameriprise Financial AMP Stock Holding History

Willingdon Wealth Management’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13
Closed -$2K – 382
2019
Q3 		$2K Buy
+13
New +$1.82K ﹤0.01% 333
2018
Q2 		– Sell
-38
Closed -$6K – 321
2018
Q1 		$6K Hold
38
– – ﹤0.01% 294
2017
Q4 		$6K Sell
38
-34
-47% -$5.45K ﹤0.01% 273
2017
Q3 		$11K Buy
+72
New +$10.1K ﹤0.01% 212

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Willingdon Wealth Management's AMP Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 13 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in AMP in Q3 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2017. 828 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 13 Ameriprise Financial shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Ameriprise Financial in Q3 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's Ameriprise Financial position peaked at $11K in Q3 2017.
  • 828 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.