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Curian Capital’s Affiliated Managers Group AMG Stock Holding History

Curian Capital’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
Q1 		– Sell
-1,389
Closed -$222K – 21
2015
Q4 		$222K Sell
1,389
-2,348
-63% -$404K 0.02% 444
2015
Q3 		$639K Sell
3,737
-1,294
-26% -$254K 0.02% 451
2015
Q2 		$1.1M Buy
5,031
+441
+10% +$98.1K 0.02% 446
2015
Q1 		$986K Buy
4,590
+509
+12% +$107K 0.02% 467
2014
Q4 		$866K Sell
4,081
-229
-5% -$45.5K 0.01% 474
2014
Q3 		$864K Buy
4,310
+102
+2% +$20.8K 0.02% 455
2014
Q2 		$864K Sell
4,208
-1,732
-29% -$335K 0.02% 460
2014
Q1 		$1.19M Buy
5,940
+543
+10% +$107K 0.02% 393
2013
Q4 		$1.17M Buy
5,397
+590
+12% +$118K 0.02% 382
2013
Q3 		$878K Buy
4,807
+142
+3% +$25.2K 0.02% 428
2013
Q2 		$765K Buy
+4,665
New +$738K 0.01% 435

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curian Capital's AMG Position: Q1 2016 in Review

Curian Capital sold out of Affiliated Managers Group (AMG) in Q1 2016, closing a stake of 1,389 shares — an estimated $222K sold.

Curian Capital first reported a position in AMG in Q2 2013 and held it in 11 quarters. The position peaked at $1.19M in Q1 2014. 473 funds tracked by Wall St. Rank hold AMG as of Q1 2016.

  • Curian Capital reported no remaining Affiliated Managers Group position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 1,389 Affiliated Managers Group shares in Q1 2016, an estimated $222K.
  • Curian Capital first reported a position in Affiliated Managers Group in Q2 2013 and held it in 11 quarters.
  • Curian Capital's Affiliated Managers Group position peaked at $1.19M in Q1 2014.
  • 473 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.