Congress Asset Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-33,631
| Closed | -$4.6M | – | 362 |
|
2018
Q3 | $4.6M | Buy |
33,631
+1,405
| +4% | +$192K | 0.06% | 194 |
|
2018
Q2 | $4.79M | Sell |
32,226
-2,812
| -8% | -$418K | 0.07% | 181 |
|
2018
Q1 | $6.64M | Buy |
35,038
+3,425
| +11% | +$649K | 0.09% | 136 |
|
2017
Q4 | $6.49M | Buy |
31,613
+14
| +0% | +$2.87K | 0.09% | 134 |
|
2017
Q3 | $6M | Buy |
31,599
+921
| +3% | +$175K | 0.09% | 142 |
|
2017
Q2 | $5.09M | Sell |
30,678
-266
| -0.9% | -$44.1K | 0.09% | 138 |
|
2017
Q1 | $5.07M | Sell |
30,944
-134
| -0.4% | -$22K | 0.1% | 134 |
|
2016
Q4 | $4.52M | Sell |
31,078
-90
| -0.3% | -$13.1K | 0.09% | 146 |
|
2016
Q3 | $4.51M | Buy |
+31,168
| New | +$4.51M | 0.1% | 138 |
|