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Baird’s Affiliated Managers Group AMG Stock Holding History

Baird’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 		$60.9M Buy
283,457
+18,392
+7% +$3.88M 0.62% 25
2014
Q4 		$56.3M Buy
265,065
+8,007
+3% +$1.59M 0.6% 28
2014
Q3 		$51.5M Buy
257,058
+17,802
+7% +$3.63M 0.72% 18
2014
Q2 		$49.1M Buy
239,256
+21,065
+10% +$4.07M 0.69% 19
2014
Q1 		$43.6M Buy
218,191
+113,144
+108% +$22.2M 0.63% 26
2013
Q4 		$22.8M Buy
105,047
+22,177
+27% +$4.42M 0.39% 53
2013
Q3 		$15.1M Buy
82,870
+7,874
+10% +$1.4M 0.28% 89
2013
Q2 		$12.3M Buy
+74,996
New +$11.9M 0.24% 101

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

Baird's AMG Position: Q1 2015 in Review

Baird increased its Affiliated Managers Group (AMG) stake by 6.9% in Q1 2015, buying an estimated $3.88M and bringing the position to 283,457 shares worth $60.9M. The position accounts for 0.62% of the portfolio, ranked #25.

Baird first reported a position in AMG in Q2 2013 and has held it in 8 quarters since. 489 funds tracked by Wall St. Rank hold AMG as of Q1 2015.

  • Baird held 283,457 shares of Affiliated Managers Group worth $60.9M as of Q1 2015.
  • Baird bought 18,392 Affiliated Managers Group shares in Q1 2015, an estimated $3.88M.
  • Affiliated Managers Group made up 0.62% of Baird's portfolio in Q1 2015, its #25 holding.
  • Baird first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 8 quarters since.
  • 489 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.