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Cobiz Wealth’s Affiliated Managers Group AMG Stock Holding History

Cobiz Wealth’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
Q3 		– Sell
-20
Closed -$3K – 134
2013
Q2 		$3K Buy
+20
New +$3.16K ﹤0.01% 338

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cobiz Wealth's AMG Position: Q3 2013 in Review

Cobiz Wealth sold out of Affiliated Managers Group (AMG) in Q3 2013, closing a stake of 20 shares — an estimated $3K sold.

Cobiz Wealth first reported a position in AMG in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 413 funds tracked by Wall St. Rank hold AMG as of Q3 2013.

  • Cobiz Wealth reported no remaining Affiliated Managers Group position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 20 Affiliated Managers Group shares in Q3 2013, an estimated $3K.
  • Cobiz Wealth first reported a position in Affiliated Managers Group in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Affiliated Managers Group position peaked at $3K in Q2 2013.
  • 413 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.