AWM
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Aevitas Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-5
Closed -$1K – 433
2018
Q1 		$1K Hold
5
– – ﹤0.01% 419
2017
Q4 		$1K Buy
+5
New +$969 ﹤0.01% 410

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's AMG Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 5 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in AMG in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 5 Affiliated Managers Group shares in Q2 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Affiliated Managers Group in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Affiliated Managers Group position peaked at $1K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.