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B. Riley Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-202
Closed -$43 – 635
2014
Q4 		$43 Buy
+202
New +$40.1K ﹤0.01% 2164
2014
Q3 		– Sell
-78
Closed -$16K – 712
2014
Q2 		$16K Buy
+78
New +$15.1K ﹤0.01% 1563

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

B. Riley Wealth Advisors's AMG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q1 2015, closing a stake of 202 shares — an estimated $43 sold.

B. Riley Wealth Advisors first reported a position in AMG in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q2 2014. 489 funds tracked by Wall St. Rank hold AMG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Affiliated Managers Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 202 Affiliated Managers Group shares in Q1 2015, an estimated $43.
  • B. Riley Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Affiliated Managers Group position peaked at $16K in Q2 2014.
  • 489 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.