ACM
AMG icon

Apex Capital Management’s Affiliated Managers Group AMG Stock Holding History

Apex Capital 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
2014
Q4 		– Sell
-211,250
Closed -$42.3M – 251
2014
Q3 		$42.3M Buy
211,250
+5,986
+3% +$1.22M 1.28% 25
2014
Q2 		$42.2M Buy
205,264
+20,886
+11% +$4.04M 1.3% 22
2014
Q1 		$36.9M Buy
184,378
+6,025
+3% +$1.18M 1.3% 24
2013
Q4 		$38.7M Buy
178,353
+10,547
+6% +$2.1M 1.45% 17
2013
Q3 		$30.6M Buy
167,806
+4,611
+3% +$819K 1.34% 21
2013
Q2 		$26.8M Buy
+163,195
New +$25.8M 1.3% 25

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Apex Capital Management's AMG Position: Q4 2014 in Review

Apex Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2014, closing a stake of 211,250 shares — an estimated $42.3M sold.

Apex Capital Management first reported a position in AMG in Q2 2013 and held it in 6 quarters. The position peaked at $42.3M in Q3 2014. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Apex Capital Management reported no remaining Affiliated Managers Group position as of Q4 2014 after selling out during the quarter.
  • Apex Capital Management sold 211,250 Affiliated Managers Group shares in Q4 2014, an estimated $42.3M.
  • Apex Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 6 quarters.
  • Apex Capital Management's Affiliated Managers Group position peaked at $42.3M in Q3 2014.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Apex Capital Management's 13F filing for Q4 2014, filed 20 Jan 2015.