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Crestone Asset Management’s Affiliated Managers Group AMG Stock Holding History

Crestone Asset 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
2020
Q3 		– Sell
-3,629
Closed -$271K – 59
2020
Q2 		$271K Buy
+3,629
New +$245K 0.09% 56

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Crestone Asset Management's AMG Position: Q3 2020 in Review

Crestone Asset Management sold out of Affiliated Managers Group (AMG) in Q3 2020, closing a stake of 3,629 shares — an estimated $271K sold.

Crestone Asset Management first reported a position in AMG in Q2 2020 and held it in 1 quarter. The position peaked at $271K in Q2 2020. 275 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

  • Crestone Asset Management reported no remaining Affiliated Managers Group position as of Q3 2020 after selling out during the quarter.
  • Crestone Asset Management sold 3,629 Affiliated Managers Group shares in Q3 2020, an estimated $271K.
  • Crestone Asset Management first reported a position in Affiliated Managers Group in Q2 2020 and held it in 1 quarter.
  • Crestone Asset Management's Affiliated Managers Group position peaked at $271K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Crestone Asset Management's 13F filing for Q3 2020, filed 12 Mar 2021.