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Chesley Taft & Associates’s Affiliated Managers Group AMG Stock Holding History

Chesley Taft & 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
2018
Q4 		– Sell
-2,735
Closed -$374K – 254
2018
Q3 		$374K Hold
2,735
– – 0.03% 236
2018
Q2 		$407K Buy
2,735
+20
+0.7% +$3.3K 0.04% 224
2018
Q1 		$515K Sell
2,715
-1,040
-28% -$203K 0.05% 212
2017
Q4 		$771K Hold
3,755
– – 0.07% 196
2017
Q3 		$713K Buy
3,755
+45
+1% +$8.01K 0.06% 197
2017
Q2 		$615K Buy
3,710
+65
+2% +$10.4K 0.06% 200
2017
Q1 		$598K Buy
3,645
+705
+24% +$112K 0.06% 210
2016
Q4 		$427K Buy
+2,940
New +$427K 0.04% 225

Other funds holding AMG

Vanguard Group
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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
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)
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Chesley Taft & Associates's AMG Position: Q4 2018 in Review

Chesley Taft & Associates sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 2,735 shares — an estimated $374K sold.

Chesley Taft & Associates first reported a position in AMG in Q4 2016 and held it in 8 quarters. The position peaked at $771K in Q4 2017. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Chesley Taft & Associates reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,735 Affiliated Managers Group shares in Q4 2018, an estimated $374K.
  • Chesley Taft & Associates first reported a position in Affiliated Managers Group in Q4 2016 and held it in 8 quarters.
  • Chesley Taft & Associates's Affiliated Managers Group position peaked at $771K in Q4 2017.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.