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Chartwell Investment Partners’s Affiliated Managers Group AMG Stock Holding History

Chartwell Investment Partners’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
2013
Q4 		– Sell
-73,275
Closed -$13.4M – 347
2013
Q3 		$13.4M Sell
73,275
-1,550
-2% -$275K 0.3% 148
2013
Q2 		$12.3M Buy
+74,825
New +$11.8M 0.31% 137

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chartwell Investment Partners's AMG Position: Q4 2013 in Review

Chartwell Investment Partners sold out of Affiliated Managers Group (AMG) in Q4 2013, closing a stake of 73,275 shares — an estimated $13.4M sold.

Chartwell Investment Partners first reported a position in AMG in Q2 2013 and held it in 2 quarters. The position peaked at $13.4M in Q3 2013. 447 funds tracked by Wall St. Rank hold AMG as of Q4 2013.

  • Chartwell Investment Partners reported no remaining Affiliated Managers Group position as of Q4 2013 after selling out during the quarter.
  • Chartwell Investment Partners sold 73,275 Affiliated Managers Group shares in Q4 2013, an estimated $13.4M.
  • Chartwell Investment Partners first reported a position in Affiliated Managers Group in Q2 2013 and held it in 2 quarters.
  • Chartwell Investment Partners's Affiliated Managers Group position peaked at $13.4M in Q3 2013.
  • 447 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2013.

Based on Chartwell Investment Partners's 13F filing for Q4 2013, filed 10 Feb 2014.