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Bristlecone Advisors’s Affiliated Managers Group AMG Stock Holding History

Bristlecone Advisors’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
2017
Q4 		– Sell
-425
Closed -$81K – 154
2017
Q3 		$81K Buy
+425
New +$75.6K 0.03% 180

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bristlecone Advisors's AMG Position: Q4 2017 in Review

Bristlecone Advisors sold out of Affiliated Managers Group (AMG) in Q4 2017, closing a stake of 425 shares — an estimated $81K sold.

Bristlecone Advisors first reported a position in AMG in Q3 2017 and held it in 1 quarter. The position peaked at $81K in Q3 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

  • Bristlecone Advisors reported no remaining Affiliated Managers Group position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 425 Affiliated Managers Group shares in Q4 2017, an estimated $81K.
  • Bristlecone Advisors first reported a position in Affiliated Managers Group in Q3 2017 and held it in 1 quarter.
  • Bristlecone Advisors's Affiliated Managers Group position peaked at $81K in Q3 2017.
  • 529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.