BP’s Affiliated Managers Group AMG Stock Holding History

BP’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 Q1	–	Sell	-5,000	Closed	-$424K	–	508
2019 Q4	$424K	Sell	5,000 -200	-4%	-$16.4K	0.01%	503
2019 Q3	$433K	Buy	+5,200	New	+$435K	0.02%	504
2018 Q1	–	Sell	-7,000	Closed	-$1.44M	–	426
2017 Q4	$1.44M	Hold	7,000	–	–	0.05%	367
2017 Q3	$1.33M	Hold	7,000	–	–	0.05%	365
2017 Q2	$1.16M	Hold	7,000	–	–	0.04%	363
2017 Q1	$1.15M	Hold	7,000	–	–	0.04%	366
2016 Q4	$1.02M	Buy	+7,000	New	+$1.02M	0.04%	407

Other funds holding AMG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

ACM

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

BP's AMG Position: Q1 2020 in Review

BP sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 5,000 shares — an estimated $424K sold.

BP first reported a position in AMG in Q4 2016 and held it in 7 quarters. The position peaked at $1.44M in Q4 2017. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

BP reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
BP sold 5,000 Affiliated Managers Group shares in Q1 2020, an estimated $424K.
BP first reported a position in Affiliated Managers Group in Q4 2016 and held it in 7 quarters.
BP's Affiliated Managers Group position peaked at $1.44M in Q4 2017.
295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on BP's 13F filing for Q1 2020, filed 5 May 2020.