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BOK Financial Private Wealth’s Affiliated Managers Group AMG Stock Holding History

BOK Financial Private Wealth’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
2020
Q2 		– Sell
-3,561
Closed -$211K – 162
2020
Q1 		$211K Buy
+3,561
New +$267K 0.03% 174

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BOK Financial Private Wealth's AMG Position: Q2 2020 in Review

BOK Financial Private Wealth sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 3,561 shares — an estimated $211K sold.

BOK Financial Private Wealth first reported a position in AMG in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 292 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • BOK Financial Private Wealth reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • BOK Financial Private Wealth sold 3,561 Affiliated Managers Group shares in Q2 2020, an estimated $211K.
  • BOK Financial Private Wealth first reported a position in Affiliated Managers Group in Q1 2020 and held it in 1 quarter.
  • BOK Financial Private Wealth's Affiliated Managers Group position peaked at $211K in Q1 2020.
  • 292 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on BOK Financial Private Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.