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Clarus Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Clarus Wealth Advisors’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
-19
Closed -$3K – 670
2018
Q3 		$3K Sell
19
-3
-14% -$443 ﹤0.01% 647
2018
Q2 		$4K Buy
+22
New +$3.63K ﹤0.01% 636

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

Clarus Wealth Advisors's AMG Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 19 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in AMG in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 19 Affiliated Managers Group shares in Q4 2018, an estimated $3K.
  • Clarus Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Affiliated Managers Group position peaked at $4K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.