Aviance Capital Partners’s Affiliated Managers Group AMG Stock Holding History

Aviance Capital Partners’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
2015 Q3	–	Sell	-3,635	Closed	-$795K	–	184
2015 Q2	$795K	Sell	3,635 -10	-0.3%	-$2.22K	0.3%	102
2015 Q1	$783K	Sell	3,645 -30	-0.8%	-$6.33K	0.29%	108
2014 Q4	$780K	Sell	3,675 -150	-4%	-$29.8K	0.29%	105
2014 Q3	$766K	Buy	3,825 +60	+2%	+$12.2K	0.29%	111
2014 Q2	$773K	Sell	3,765 -100	-3%	-$19.3K	0.3%	101
2014 Q1	$773K	Buy	3,865 +340	+10%	+$66.8K	0.33%	91
2013 Q4	$765K	Buy	+3,525	New	+$703K	0.32%	86

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aviance Capital Partners's AMG Position: Q3 2015 in Review

Aviance Capital Partners sold out of Affiliated Managers Group (AMG) in Q3 2015, closing a stake of 3,635 shares — an estimated $795K sold.

Aviance Capital Partners first reported a position in AMG in Q4 2013 and held it in 7 quarters. The position peaked at $795K in Q2 2015. 479 funds tracked by Wall St. Rank hold AMG as of Q3 2015.

Aviance Capital Partners reported no remaining Affiliated Managers Group position as of Q3 2015 after selling out during the quarter.
Aviance Capital Partners sold 3,635 Affiliated Managers Group shares in Q3 2015, an estimated $795K.
Aviance Capital Partners first reported a position in Affiliated Managers Group in Q4 2013 and held it in 7 quarters.
Aviance Capital Partners's Affiliated Managers Group position peaked at $795K in Q2 2015.
479 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2015.

Based on Aviance Capital Partners's 13F filing for Q3 2015, filed 12 Nov 2015.