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BDO Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

BDO 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
2019
Q3 		– Sell
-400
Closed -$37K – 618
2019
Q2 		$37K Buy
+400
New +$39.2K 0.01% 336

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BDO Wealth Advisors's AMG Position: Q3 2019 in Review

BDO Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 400 shares — an estimated $37K sold.

BDO Wealth Advisors first reported a position in AMG in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • BDO Wealth Advisors reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 400 Affiliated Managers Group shares in Q3 2019, an estimated $37K.
  • BDO Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2019 and held it in 1 quarter.
  • BDO Wealth Advisors's Affiliated Managers Group position peaked at $37K in Q2 2019.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on BDO Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.