AR
AMG icon

Advisory Research’s Affiliated Managers Group AMG Stock Holding History

Advisory Research’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
2017
Q2 		– Sell
-3,180
Closed -$521K – 430
2017
Q1 		$521K Buy
3,180
+81
+3% +$12.8K 0.01% 359
2016
Q4 		$450K Buy
+3,099
New +$450K 0.01% 322

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research's AMG Position: Q2 2017 in Review

Advisory Research sold out of Affiliated Managers Group (AMG) in Q2 2017, closing a stake of 3,180 shares — an estimated $521K sold.

Advisory Research first reported a position in AMG in Q4 2016 and held it in 2 quarters. The position peaked at $521K in Q1 2017. 481 funds tracked by Wall St. Rank hold AMG as of Q2 2017.

  • Advisory Research reported no remaining Affiliated Managers Group position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 3,180 Affiliated Managers Group shares in Q2 2017, an estimated $521K.
  • Advisory Research first reported a position in Affiliated Managers Group in Q4 2016 and held it in 2 quarters.
  • Advisory Research's Affiliated Managers Group position peaked at $521K in Q1 2017.
  • 481 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.