Boston Private Bank & Trust’s Affiliated Managers Group AMG Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$644K	Sell	2,999 -235	-7%	-$49.6K	0.03%	273
2014 Q4	$686K	Buy	3,234 +119	+4%	+$23.6K	0.03%	269
2014 Q3	$624K	Buy	3,115 +180	+6%	+$36.7K	0.03%	273
2014 Q2	$603K	Buy	2,935 +280	+11%	+$54.1K	0.03%	275
2014 Q1	$531K	Buy	2,655 +375	+16%	+$73.7K	0.03%	287
2013 Q4	$494K	Sell	2,280 -263	-10%	-$52.5K	0.02%	294
2013 Q3	$464K	Buy	2,543 +17	+0.7%	+$3.02K	0.03%	288
2013 Q2	$414K	Buy	+2,526	New	+$400K	0.02%	291

Other funds holding AMG

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Private Bank & Trust's AMG Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Affiliated Managers Group (AMG) stake by 7.3% in Q1 2015, selling an estimated $49.6K and leaving 2,999 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #273.

Boston Private Bank & Trust first reported a position in AMG in Q2 2013 and has held it in 8 quarters since. The position peaked at $686K in Q4 2014. 489 funds tracked by Wall St. Rank hold AMG as of Q1 2015.

Boston Private Bank & Trust held 2,999 shares of Affiliated Managers Group worth $644K as of Q1 2015.
Boston Private Bank & Trust sold 235 Affiliated Managers Group shares in Q1 2015, an estimated $49.6K.
Affiliated Managers Group made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #273 holding.
Boston Private Bank & Trust first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Affiliated Managers Group position peaked at $686K in Q4 2014.
489 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.