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Bankers Trust’s Affiliated Managers Group AMG Stock Holding History

Bankers Trust’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
Q2 		$205K Buy
+995
New +$192K 0.12% 125
2013
Q4 		– Sell
-1,101
Closed -$201K – 118
2013
Q3 		$201K Sell
1,101
-167
-13% -$29.7K 0.14% 114
2013
Q2 		$208K Buy
+1,268
New +$201K 0.16% 113

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bankers Trust's AMG Position: Q2 2014 in Review

Bankers Trust opened a new position in Affiliated Managers Group (AMG) in Q2 2014: 995 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings. This is a return to the name: Bankers Trust previously reported a position in AMG as recently as Q3 2013.

Bankers Trust first reported a position in AMG in Q2 2013 and has held it in 3 quarters since. The position peaked at $208K in Q2 2013. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

  • Bankers Trust held 995 shares of Affiliated Managers Group worth $205K as of Q2 2014.
  • Affiliated Managers Group was a new Bankers Trust position in Q2 2014.
  • Affiliated Managers Group made up 0.12% of Bankers Trust's portfolio in Q2 2014, its #125 holding.
  • Bankers Trust first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 3 quarters since.
  • Bankers Trust's Affiliated Managers Group position peaked at $208K in Q2 2013.
  • 462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Bankers Trust's 13F filing for Q2 2014, filed 15 Aug 2014.