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C.M. Bidwell & Associates’s Affiliated Managers Group AMG Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-545
Closed -$32K – 398
2020
Q1 		$32K Buy
+545
New +$40.8K 0.03% 218
2017
Q4 		– Sell
-2,305
Closed -$438K – 393
2017
Q3 		$438K Sell
2,305
-23,535
-91% -$4.19M 0.67% 42
2017
Q2 		$4.29M Buy
25,840
+700
+3% +$112K 0.91% 46
2017
Q1 		$4.12M Buy
+25,140
New +$3.98M 0.93% 43
2014
Q1 		– Sell
-14,115
Closed -$3.06M – 215
2013
Q4 		$3.06M Buy
+14,115
New +$2.82M 0.76% 71

Other funds holding AMG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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

C.M. Bidwell & Associates's AMG Position: Q2 2020 in Review

C.M. Bidwell & Associates sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 545 shares — an estimated $32K sold.

C.M. Bidwell & Associates first reported a position in AMG in Q4 2013 and held it in 5 quarters. The position peaked at $4.29M in Q2 2017. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • C.M. Bidwell & Associates reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 545 Affiliated Managers Group shares in Q2 2020, an estimated $32K.
  • C.M. Bidwell & Associates first reported a position in Affiliated Managers Group in Q4 2013 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Affiliated Managers Group position peaked at $4.29M in Q2 2017.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2020, filed 14 Aug 2020.