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CIBC Bank USA’s Affiliated Managers Group AMG Stock Holding History

CIBC Bank USA’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
2015
Q1 		– Sell
-1,380
Closed -$293K – 272
2014
Q4 		$293K Sell
1,380
-110
-7% -$21.9K 0.05% 227
2014
Q3 		$298K Buy
1,490
+70
+5% +$14.3K 0.06% 229
2014
Q2 		$292K Buy
1,420
+150
+12% +$29K 0.06% 232
2014
Q1 		$254K Hold
1,270
– – 0.05% 255
2013
Q4 		$275K Sell
1,270
-70
-5% -$14K 0.06% 249
2013
Q3 		$245K Sell
1,340
-40
-3% -$7.1K 0.06% 261
2013
Q2 		$227K Buy
+1,380
New +$218K 0.01% 284

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIBC Bank USA's AMG Position: Q1 2015 in Review

CIBC Bank USA sold out of Affiliated Managers Group (AMG) in Q1 2015, closing a stake of 1,380 shares — an estimated $293K sold.

CIBC Bank USA first reported a position in AMG in Q2 2013 and held it in 7 quarters. The position peaked at $298K in Q3 2014. 489 funds tracked by Wall St. Rank hold AMG as of Q1 2015.

  • CIBC Bank USA reported no remaining Affiliated Managers Group position as of Q1 2015 after selling out during the quarter.
  • CIBC Bank USA sold 1,380 Affiliated Managers Group shares in Q1 2015, an estimated $293K.
  • CIBC Bank USA first reported a position in Affiliated Managers Group in Q2 2013 and held it in 7 quarters.
  • CIBC Bank USA's Affiliated Managers Group position peaked at $298K in Q3 2014.
  • 489 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2015.

Based on CIBC Bank USA's 13F filing for Q1 2015, filed 9 Apr 2015.