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Crow Point Partners’s Affiliated Managers Group AMG Stock Holding History

Crow Point Partners’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
Q2 		– Sell
-491
Closed -$93K – 129
2018
Q1 		$93K Hold
491
– – 0.02% 138
2017
Q4 		$101K Sell
491
-522
-52% -$101K 0.02% 172
2017
Q3 		$192K Sell
1,013
-1,005
-50% -$179K 0.03% 153
2017
Q2 		$333K Buy
2,018
+150
+8% +$23.9K 0.05% 104
2017
Q1 		$306K Buy
1,868
+671
+56% +$106K 0.05% 118
2016
Q4 		$174K Buy
+1,197
New +$174K 0.03% 125

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crow Point Partners's AMG Position: Q2 2018 in Review

Crow Point Partners sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 491 shares — an estimated $93K sold.

Crow Point Partners first reported a position in AMG in Q4 2016 and held it in 6 quarters. The position peaked at $333K in Q2 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • Crow Point Partners reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 491 Affiliated Managers Group shares in Q2 2018, an estimated $93K.
  • Crow Point Partners first reported a position in Affiliated Managers Group in Q4 2016 and held it in 6 quarters.
  • Crow Point Partners's Affiliated Managers Group position peaked at $333K in Q2 2017.
  • 508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.