CrestPoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.44M | Hold |
11,900
| – | – | 1.36% | 13 |
|
|
2017
Q3 | $2.26M | Buy |
11,900
+1,900
| +19% | +$361K | 1.01% | 17 |
|
|
2017
Q2 | $1.66M | Buy |
+10,000
| New | +$1.66M | 0.78% | 31 |
|
|
2015
Q3 | – | Sell |
-8,900
| Closed | -$1.95M | – | 191 |
|
|
2015
Q2 | $1.95M | Buy |
8,900
+100
| +1% | +$21.9K | 1.03% | 18 |
|
|
2015
Q1 | $1.89M | Buy |
8,800
+1,400
| +19% | +$301K | 0.98% | 19 |
|
|
2014
Q4 | $1.57M | Sell |
7,400
-500
| -6% | -$106K | 0.85% | 21 |
|
|
2014
Q3 | $1.58M | Hold |
7,900
| – | – | 0.95% | 18 |
|
|
2014
Q2 | $1.62M | Buy |
+7,900
| New | +$1.62M | 0.94% | 20 |
|