Alpine Woods Capital Investors’s Affiliated Managers Group AMG Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-1,000	Closed	-$205K	–	398
2017 Q4	$205K	Sell	1,000 -250	-20%	-$48.4K	0.01%	414
2017 Q3	$237K	Hold	1,250	–	–	0.01%	400
2017 Q2	$207K	Sell	1,250 -250	-17%	-$39.9K	0.01%	416
2017 Q1	$246K	Hold	1,500	–	–	0.01%	398
2016 Q4	$218K	Buy	+1,500	New	+$218K	0.01%	401
2016 Q3	–	Sell	-2,000	Closed	-$282K	–	424
2016 Q2	$282K	Buy	2,000 +400	+25%	+$65.5K	0.02%	355
2016 Q1	$260K	Hold	1,600	–	–	0.02%	367
2015 Q4	$256K	Buy	+1,600	New	+$275K	0.01%	395

Other funds holding AMG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIG

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alpine Woods Capital Investors's AMG Position: Q1 2018 in Review

Alpine Woods Capital Investors sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,000 shares — an estimated $205K sold.

Alpine Woods Capital Investors first reported a position in AMG in Q4 2015 and held it in 8 quarters. The position peaked at $282K in Q2 2016. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Alpine Woods Capital Investors reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 1,000 Affiliated Managers Group shares in Q1 2018, an estimated $205K.
Alpine Woods Capital Investors first reported a position in Affiliated Managers Group in Q4 2015 and held it in 8 quarters.
Alpine Woods Capital Investors's Affiliated Managers Group position peaked at $282K in Q2 2016.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2018, filed 9 May 2018.