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AMG National Trust Bank’s Affiliated Managers Group AMG Stock Holding History

AMG National Trust Bank’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
Q3 		– Sell
-1,500
Closed -$223K – 249
2018
Q2 		$223K Hold
1,500
– – 0.01% 217
2018
Q1 		$284K Hold
1,500
– – 0.02% 211
2017
Q4 		$308K Hold
1,500
– – 0.02% 205
2017
Q3 		$285K Buy
+1,500
New +$267K 0.02% 206

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMG National Trust Bank's AMG Position: Q3 2018 in Review

AMG National Trust Bank sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 1,500 shares — an estimated $223K sold.

AMG National Trust Bank first reported a position in AMG in Q3 2017 and held it in 4 quarters. The position peaked at $308K in Q4 2017. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • AMG National Trust Bank reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • AMG National Trust Bank sold 1,500 Affiliated Managers Group shares in Q3 2018, an estimated $223K.
  • AMG National Trust Bank first reported a position in Affiliated Managers Group in Q3 2017 and held it in 4 quarters.
  • AMG National Trust Bank's Affiliated Managers Group position peaked at $308K in Q4 2017.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on AMG National Trust Bank's 13F filing for Q3 2018, filed 24 Oct 2018.