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Winslow Evans & Crocker’s Ameriprise Financial AMP Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$31K Hold
160
– – 0.01% 697
2020
Q3 		$25K Hold
160
– – 0.01% 581
2020
Q2 		$24K Hold
160
– – 0.01% 576
2020
Q1 		$18K Hold
160
– – 0.01% 585
2019
Q4 		$28K Hold
160
– – 0.01% 602
2019
Q3 		$24K Hold
160
– – 0.01% 619
2019
Q2 		$24K Sell
160
-18
-10% -$2.6K 0.01% 635
2019
Q1 		$24K Buy
178
+18
+11% +$2.23K 0.01% 622
2018
Q4 		$18K Sell
160
-34
-18% -$4.27K 0.01% 635
2018
Q3 		$30K Sell
194
-50
-20% -$7.16K 0.01% 576
2018
Q2 		$36K Sell
244
-226
-48% -$32K 0.01% 555
2018
Q1 		$69.4K Buy
470
+266
+130% +$43.4K 0.02% 422
2017
Q4 		$34.6K Hold
204
– – 0.01% 558
2017
Q3 		$30.3K Hold
204
– – 0.01% 574
2017
Q2 		$26K Hold
204
– – 0.01% 698
2017
Q1 		$26.5K Hold
204
– – 0.01% 678
2016
Q4 		$22.6K Hold
204
– – 0.01% 698
2016
Q3 		$20.4K Buy
204
+50
+32% +$4.84K 0.01% 726
2016
Q2 		$13.8K Hold
154
– – ﹤0.01% 798
2016
Q1 		$14.5K Hold
154
– – ﹤0.01% 786
2015
Q4 		$16.4K Hold
154
– – ﹤0.01% 792
2015
Q3 		$16.8K Hold
154
– – 0.01% 769
2015
Q2 		$19.2K Sell
154
-156
-50% -$19.9K 0.01% 770
2015
Q1 		$40.4K Hold
310
– – 0.01% 583
2014
Q4 		$40.9K Buy
310
+36
+13% +$4.55K 0.01% 578
2014
Q3 		$33.8K Sell
274
-51
-16% -$6.26K 0.01% 641
2014
Q2 		$39K Buy
325
+35
+12% +$3.92K 0.01% 539
2014
Q1 		$31.9K Hold
290
– – 0.01% 577
2013
Q4 		$34K Buy
+290
New +$30K 0.01% 577

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 $3.37T AUM 44.26% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Winslow Evans & Crocker's AMP Position: Q4 2020 in Review

Winslow Evans & Crocker held its Ameriprise Financial (AMP) position steady in Q4 2020 at 160 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #697.

Winslow Evans & Crocker first reported a position in AMP in Q4 2013 and has held it in 29 quarters since. The position peaked at $69.4K in Q1 2018. 852 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Winslow Evans & Crocker held 160 shares of Ameriprise Financial worth $31K as of Q4 2020.
  • Winslow Evans & Crocker left its Ameriprise Financial share count unchanged in Q4 2020.
  • Ameriprise Financial made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #697 holding.
  • Winslow Evans & Crocker first reported a position in Ameriprise Financial in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Ameriprise Financial position peaked at $69.4K in Q1 2018.
  • 852 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.