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Advisory Alpha’s Affiliated Managers Group AMG Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-15
Closed -$1.08K – 758
2019
Q3 		$1.08K Buy
+15
New +$1.25K ﹤0.01% 724

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Advisory Alpha's AMG Position: Q4 2019 in Review

Advisory Alpha sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 15 shares — an estimated $1.08K sold.

Advisory Alpha first reported a position in AMG in Q3 2019 and held it in 1 quarter. The position peaked at $1.08K in Q3 2019. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

  • Advisory Alpha reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
  • Advisory Alpha sold 15 Affiliated Managers Group shares in Q4 2019, an estimated $1.08K.
  • Advisory Alpha first reported a position in Affiliated Managers Group in Q3 2019 and held it in 1 quarter.
  • Advisory Alpha's Affiliated Managers Group position peaked at $1.08K in Q3 2019.
  • 346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.