BIM
Beach Investment Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,440
| Closed | -$1.21M | – | 40 |
|
|
2016
Q1 | $1.21M | Buy |
+7,440
| New | +$1.21M | 2.2% | 21 |
|
|
2015
Q3 | – | Sell |
-5,140
| Closed | -$1.12M | – | 44 |
|
|
2015
Q2 | $1.12M | Buy |
5,140
+1,040
| +25% | +$227K | 1.68% | 21 |
|
|
2015
Q1 | $881K | Buy |
+4,100
| New | +$881K | 1.3% | 36 |
|