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Archford Capital Strategies’s Affiliated Managers Group AMG Stock Holding History

Archford Capital Strategies’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
2019
Q3 		– Sell
-95
Closed -$9K – 229
2019
Q2 		$9K Hold
95
– – ﹤0.01% 411
2019
Q1 		$10K Hold
95
– – ﹤0.01% 386
2018
Q4 		$9K Hold
95
– – ﹤0.01% 381
2018
Q3 		$13K Hold
95
– – ﹤0.01% 399
2018
Q2 		$14K Sell
95
-35
-27% -$5.77K ﹤0.01% 395
2018
Q1 		$27K Buy
+130
New +$25.3K 0.01% 250
2017
Q2 		– Sell
-177
Closed -$29K – 213
2017
Q1 		$29K Buy
+177
New +$28K 0.01% 324
2016
Q4 		– Sell
-439
Closed -$63K – 629
2016
Q3 		$63K Buy
439
+54
+14% +$7.73K 0.03% 246
2016
Q2 		$54K Buy
+385
New +$63K 0.03% 244
2016
Q1 		– Sell
-361
Closed -$58K – 193
2015
Q4 		$58K Buy
361
+51
+16% +$8.77K 0.03% 253
2015
Q3 		$53K Hold
310
– – 0.04% 187
2015
Q2 		$68K Hold
310
– – 0.05% 177
2015
Q1 		$66.6K Hold
310
– – 0.05% 184
2014
Q4 		$66K Hold
310
– – 0.05% 182
2014
Q3 		$62K Sell
310
-39
-11% -$7.96K 0.05% 187
2014
Q2 		$71.7K Buy
349
+14
+4% +$2.71K 0.06% 180
2014
Q1 		$67K Buy
+335
New +$65.8K 0.06% 190

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Archford Capital Strategies's AMG Position: Q3 2019 in Review

Archford Capital Strategies sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 95 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in AMG in Q1 2014 and held it in 17 quarters. The position peaked at $71.7K in Q2 2014. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Archford Capital Strategies reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 95 Affiliated Managers Group shares in Q3 2019, an estimated $9K.
  • Archford Capital Strategies first reported a position in Affiliated Managers Group in Q1 2014 and held it in 17 quarters.
  • Archford Capital Strategies's Affiliated Managers Group position peaked at $71.7K in Q2 2014.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.