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Compagnie Lombard Odier SCmA’s Affiliated Managers Group AMG Stock Holding History

Compagnie Lombard Odier SCmA’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
2017
Q4 		– Sell
-3,500
Closed -$664K – 641
2017
Q3 		$664K Hold
3,500
– – 0.02% 235
2017
Q2 		$581K Sell
3,500
-5,650
-62% -$902K 0.02% 252
2017
Q1 		$1.5M Buy
+9,150
New +$1.45M 0.05% 191

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Compagnie Lombard Odier SCmA's AMG Position: Q4 2017 in Review

Compagnie Lombard Odier SCmA sold out of Affiliated Managers Group (AMG) in Q4 2017, closing a stake of 3,500 shares — an estimated $664K sold.

Compagnie Lombard Odier SCmA first reported a position in AMG in Q1 2017 and held it in 3 quarters. The position peaked at $1.5M in Q1 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

  • Compagnie Lombard Odier SCmA reported no remaining Affiliated Managers Group position as of Q4 2017 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 3,500 Affiliated Managers Group shares in Q4 2017, an estimated $664K.
  • Compagnie Lombard Odier SCmA first reported a position in Affiliated Managers Group in Q1 2017 and held it in 3 quarters.
  • Compagnie Lombard Odier SCmA's Affiliated Managers Group position peaked at $1.5M in Q1 2017.
  • 529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2017, filed 13 Feb 2018.