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Cornerstone Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Cornerstone Wealth Management’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
-28,925
Closed -$149K – 363
2018
Q3 		$149K Buy
28,925
+5,698
+25% +$841K ﹤0.01% 1246
2018
Q2 		$156K Buy
+23,227
New +$3.83M ﹤0.01% 1380

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

Cornerstone Wealth Management's AMG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 28,925 shares — an estimated $149K sold.

Cornerstone Wealth Management first reported a position in AMG in Q2 2018 and held it in 2 quarters. The position peaked at $156K in Q2 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 28,925 Affiliated Managers Group shares in Q4 2018, an estimated $149K.
  • Cornerstone Wealth Management first reported a position in Affiliated Managers Group in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Affiliated Managers Group position peaked at $156K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.