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Brandywine Oak Private Wealth’s Affiliated Managers Group AMG Stock Holding History

Brandywine Oak 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
2019
Q1 		– Sell
-509
Closed -$49K – 231
2018
Q4 		$49K Buy
+509
New +$57.5K 0.01% 360

Other funds holding AMG

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brandywine Oak Private Wealth's AMG Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 509 shares — an estimated $49K sold.

Brandywine Oak Private Wealth first reported a position in AMG in Q4 2018 and held it in 1 quarter. The position peaked at $49K in Q4 2018. 430 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 509 Affiliated Managers Group shares in Q1 2019, an estimated $49K.
  • Brandywine Oak Private Wealth first reported a position in Affiliated Managers Group in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Affiliated Managers Group position peaked at $49K in Q4 2018.
  • 430 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.