Boltwood Capital Management’s Affiliated Managers Group AMG Stock Holding History

Boltwood Capital Management’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
2018 Q4	–	Sell	-6,315	Closed	-$863K	–	124
2018 Q3	$863K	Buy	6,315 +461	+8%	+$68.1K	0.51%	63
2018 Q2	$870K	Buy	5,854 +125	+2%	+$20.6K	0.57%	57
2018 Q1	$1.09M	Sell	5,729 -46	-0.8%	-$8.96K	0.74%	49
2017 Q4	$1.19M	Buy	5,775 +25	+0.4%	+$4.84K	0.73%	46
2017 Q3	$1.09M	Sell	5,750 -25	-0.4%	-$4.45K	0.71%	48
2017 Q2	$957K	Buy	5,775 +100	+2%	+$16K	0.65%	53
2017 Q1	$930K	Buy	5,675 +675	+14%	+$107K	0.65%	52
2016 Q4	$726K	Buy	+5,000	New	+$726K	0.56%	63

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boltwood Capital Management's AMG Position: Q4 2018 in Review

Boltwood Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 6,315 shares — an estimated $863K sold.

Boltwood Capital Management first reported a position in AMG in Q4 2016 and held it in 8 quarters. The position peaked at $1.19M in Q4 2017. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Boltwood Capital Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Boltwood Capital Management sold 6,315 Affiliated Managers Group shares in Q4 2018, an estimated $863K.
Boltwood Capital Management first reported a position in Affiliated Managers Group in Q4 2016 and held it in 8 quarters.
Boltwood Capital Management's Affiliated Managers Group position peaked at $1.19M in Q4 2017.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Boltwood Capital Management's 13F filing for Q4 2018, filed 7 Jan 2019.