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Center for Financial Planning’s Affiliated Managers Group AMG Stock Holding History

Center for Financial Planning’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
-116
Closed -$7K – 451
2020
Q1 		$7K Buy
+116
New +$8.69K ﹤0.01% 370

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.18B AUM 0.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Center for Financial Planning's AMG Position: Q2 2020 in Review

Center for Financial Planning sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 116 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in AMG in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 292 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • Center for Financial Planning reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 116 Affiliated Managers Group shares in Q2 2020, an estimated $7K.
  • Center for Financial Planning first reported a position in Affiliated Managers Group in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Affiliated Managers Group position peaked at $7K in Q1 2020.
  • 292 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.