WMS Partners’s Ameriprise Financial AMP Stock Holding History

WMS Partners’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	-1,397	Closed	-$205K	–	219
2019 Q3	$205K	Sell	1,397 -278	-17%	-$39K	0.05%	213
2019 Q2	$243K	Buy	+1,675	New	+$242K	0.06%	190

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WMS Partners's AMP Position: Q4 2019 in Review

WMS Partners sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 1,397 shares — an estimated $205K sold.

WMS Partners first reported a position in AMP in Q2 2019 and held it in 2 quarters. The position peaked at $243K in Q2 2019. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

WMS Partners reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
WMS Partners sold 1,397 Ameriprise Financial shares in Q4 2019, an estimated $205K.
WMS Partners first reported a position in Ameriprise Financial in Q2 2019 and held it in 2 quarters.
WMS Partners's Ameriprise Financial position peaked at $243K in Q2 2019.
827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on WMS Partners's 13F filing for Q4 2019, filed 13 Feb 2020.