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Banyan Partners’s Affiliated Managers Group AMG Stock Holding History

Banyan 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
2014
Q3 		$1.13M Sell
5,649
-950
-14% -$194K 0.1% 217
2014
Q2 		$1.35M Buy
6,599
+3,405
+107% +$658K 0.11% 198
2014
Q1 		$639K Hold
3,194
– – 0.06% 274
2013
Q4 		$693K Buy
+3,194
New +$637K 0.05% 268

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Banyan Partners's AMG Position: Q3 2014 in Review

Banyan Partners reduced its Affiliated Managers Group (AMG) stake by 14% in Q3 2014, selling an estimated $194K and leaving 5,649 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #217.

Banyan Partners first reported a position in AMG in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.35M in Q2 2014. 468 funds tracked by Wall St. Rank hold AMG as of Q3 2014.

  • Banyan Partners held 5,649 shares of Affiliated Managers Group worth $1.13M as of Q3 2014.
  • Banyan Partners sold 950 Affiliated Managers Group shares in Q3 2014, an estimated $194K.
  • Affiliated Managers Group made up 0.1% of Banyan Partners's portfolio in Q3 2014, its #217 holding.
  • Banyan Partners first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Affiliated Managers Group position peaked at $1.35M in Q2 2014.
  • 468 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.