Cadence Capital Management’s Affiliated Managers Group AMG Stock Holding History

Cadence Capital Management’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
2018 Q4	–	Sell	-1,470	Closed	-$201K	–	452
2018 Q3	$201K	Sell	1,470 -473	-24%	-$69.8K	0.01%	653
2018 Q2	$289K	Hold	1,943	–	–	0.02%	593
2018 Q1	$368K	Buy	+1,943	New	+$378K	0.02%	553
2014 Q1	–	Sell	-3,850	Closed	-$835K	–	589
2013 Q4	$835K	Buy	+3,850	New	+$768K	0.03%	467
2013 Q3	–	Sell	-3,050	Closed	-$500K	–	607
2013 Q2	$500K	Buy	+3,050	New	+$482K	0.02%	347

Other funds holding AMG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cadence Capital Management's AMG Position: Q4 2018 in Review

Cadence Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 1,470 shares — an estimated $201K sold.

Cadence Capital Management first reported a position in AMG in Q2 2013 and held it in 5 quarters. The position peaked at $835K in Q4 2013. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Cadence Capital Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Cadence Capital Management sold 1,470 Affiliated Managers Group shares in Q4 2018, an estimated $201K.
Cadence Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 5 quarters.
Cadence Capital Management's Affiliated Managers Group position peaked at $835K in Q4 2013.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Cadence Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.