Advisor Partners’s Affiliated Managers Group AMG Stock Holding History

Advisor Partners’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
2019 Q2	–	Sell	-3,704	Closed	-$397K	–	650
2019 Q1	$397K	Sell	3,704 -646	-15%	-$68.6K	0.05%	353
2018 Q4	$424K	Buy	+4,350	New	+$491K	0.07%	313
2018 Q2	–	Sell	-1,329	Closed	-$252K	–	589
2018 Q1	$252K	Sell	1,329 -42	-3%	-$8.18K	0.05%	450
2017 Q4	$291K	Buy	1,371 +157	+13%	+$30.4K	0.05%	416
2017 Q3	$230K	Buy	1,214 +6	+0.5%	+$1.07K	0.05%	424
2017 Q2	$200K	Buy	+1,208	New	+$193K	0.05%	449

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

LAM

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Advisor Partners's AMG Position: Q2 2019 in Review

Advisor Partners sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 3,704 shares — an estimated $397K sold.

Advisor Partners first reported a position in AMG in Q2 2017 and held it in 6 quarters. The position peaked at $424K in Q4 2018. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

Advisor Partners reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
Advisor Partners sold 3,704 Affiliated Managers Group shares in Q2 2019, an estimated $397K.
Advisor Partners first reported a position in Affiliated Managers Group in Q2 2017 and held it in 6 quarters.
Advisor Partners's Affiliated Managers Group position peaked at $424K in Q4 2018.
389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Advisor Partners's 13F filing for Q2 2019, filed 26 Jul 2019.