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WWM
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
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LAM
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$6.56B AUM
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1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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