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Cramer Rosenthal McGlynn’s Affiliated Managers Group AMG Stock Holding History

Cramer Rosenthal McGlynn’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
2016
Q4 		– Sell
-99,450
Closed -$14.4M – 206
2016
Q3 		$14.4M Buy
99,450
+32,600
+49% +$4.67M 0.22% 144
2016
Q2 		$9.41M Buy
+66,850
New +$10.9M 0.15% 165
2013
Q4 		– Sell
-605
Closed -$110K – 279
2013
Q3 		$110K Sell
605
-19,610
-97% -$3.48M ﹤0.01% 241
2013
Q2 		$3.31M Buy
+20,215
New +$3.2M 0.03% 189

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cramer Rosenthal McGlynn's AMG Position: Q4 2016 in Review

Cramer Rosenthal McGlynn sold out of Affiliated Managers Group (AMG) in Q4 2016, closing a stake of 99,450 shares — an estimated $14.4M sold.

Cramer Rosenthal McGlynn first reported a position in AMG in Q2 2013 and held it in 4 quarters. The position peaked at $14.4M in Q3 2016. 520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

  • Cramer Rosenthal McGlynn reported no remaining Affiliated Managers Group position as of Q4 2016 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 99,450 Affiliated Managers Group shares in Q4 2016, an estimated $14.4M.
  • Cramer Rosenthal McGlynn first reported a position in Affiliated Managers Group in Q2 2013 and held it in 4 quarters.
  • Cramer Rosenthal McGlynn's Affiliated Managers Group position peaked at $14.4M in Q3 2016.
  • 520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2016, filed 14 Feb 2017.