Boltwood Capital Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,315
| Closed | -$863K | – | 124 |
|
|
2018
Q3 | $863K | Buy |
6,315
+461
| +8% | +$63K | 0.51% | 63 |
|
|
2018
Q2 | $870K | Buy |
5,854
+125
| +2% | +$18.6K | 0.57% | 57 |
|
|
2018
Q1 | $1.09M | Sell |
5,729
-46
| -0.8% | -$8.72K | 0.74% | 49 |
|
|
2017
Q4 | $1.19M | Buy |
5,775
+25
| +0.4% | +$5.13K | 0.73% | 46 |
|
|
2017
Q3 | $1.09M | Sell |
5,750
-25
| -0.4% | -$4.74K | 0.71% | 48 |
|
|
2017
Q2 | $957K | Buy |
5,775
+100
| +2% | +$16.6K | 0.65% | 53 |
|
|
2017
Q1 | $930K | Buy |
5,675
+675
| +14% | +$111K | 0.65% | 52 |
|
|
2016
Q4 | $726K | Buy |
+5,000
| New | +$726K | 0.56% | 63 |
|