AIM
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Advantage Investment Management’s Affiliated Managers Group AMG Stock Holding History

Advantage Investment Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-138
Closed -$21K – 1004
2018
Q2 		$21K Hold
138
– – 0.02% 526
2018
Q1 		$26K Hold
138
– – 0.01% 504
2017
Q4 		$28K Sell
138
-62
-31% -$12K 0.01% 510
2017
Q3 		$38K Buy
+200
New +$35.6K 0.01% 443
2015
Q3 		– Sell
-255
Closed -$56K – 832
2015
Q2 		$56K Buy
+255
New +$56.7K 0.03% 326

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's AMG Position: Q3 2018 in Review

Advantage Investment Management sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 138 shares — an estimated $21K sold.

Advantage Investment Management first reported a position in AMG in Q2 2015 and held it in 5 quarters. The position peaked at $56K in Q2 2015. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • Advantage Investment Management reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • Advantage Investment Management sold 138 Affiliated Managers Group shares in Q3 2018, an estimated $21K.
  • Advantage Investment Management first reported a position in Affiliated Managers Group in Q2 2015 and held it in 5 quarters.
  • Advantage Investment Management's Affiliated Managers Group position peaked at $56K in Q2 2015.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.