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Xact Kapitalforvaltning’s Ameriprise Financial AMP Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$2.61M Sell
25,433
-1,847
-7% -$274K 0.06% 290
2019
Q4 		$4.54M Buy
27,280
+1,092
+4% +$169K 0.08% 238
2019
Q3 		$3.85M Buy
26,188
+2,138
+9% +$300K 0.07% 245
2019
Q2 		$3.49M Buy
24,050
+1,230
+5% +$178K 0.07% 252
2019
Q1 		$2.92M Sell
22,820
-1,372
-6% -$170K 0.07% 281
2018
Q4 		$2.52M Buy
24,192
+5,600
+30% +$703K 0.06% 283
2018
Q3 		$2.75M Sell
18,592
-4,458
-19% -$638K 0.06% 322
2018
Q2 		$3.22M Buy
23,050
+2,275
+11% +$322K 0.07% 282
2018
Q1 		$3.07M Buy
20,775
+1,159
+6% +$189K 0.07% 288
2017
Q4 		$3.32M Buy
19,616
+1,600
+9% +$256K 0.08% 267
2017
Q3 		$2.68M Buy
18,016
+174
+1% +$24.3K 0.08% 300
2017
Q2 		$2.27M Sell
17,842
-246
-1% -$31.2K 0.07% 327
2017
Q1 		$2.35M Buy
18,088
+682
+4% +$84.4K 0.07% 307
2016
Q4 		$1.93M Buy
17,406
+5,205
+43% +$550K 0.07% 324
2016
Q3 		$1.22M Buy
+12,201
New +$1.18M 0.04% 435

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Xact Kapitalforvaltning's AMP Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its Ameriprise Financial (AMP) stake by 6.8% in Q1 2020, selling an estimated $274K and leaving 25,433 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #290.

Xact Kapitalforvaltning first reported a position in AMP in Q3 2016 and has held it in 15 quarters since. The position peaked at $4.54M in Q4 2019. 706 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Xact Kapitalforvaltning held 25,433 shares of Ameriprise Financial worth $2.61M as of Q1 2020.
  • Xact Kapitalforvaltning sold 1,847 Ameriprise Financial shares in Q1 2020, an estimated $274K.
  • Ameriprise Financial made up 0.06% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #290 holding.
  • Xact Kapitalforvaltning first reported a position in Ameriprise Financial in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's Ameriprise Financial position peaked at $4.54M in Q4 2019.
  • 706 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.