CCB
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Cutter & Co Brokerage’s Affiliated Managers Group AMG Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-1,320
Closed -$271K – 252
2017
Q4 		$271K Buy
1,320
+54
+4% +$10.5K 0.11% 178
2017
Q3 		$240K Sell
1,266
-104
-8% -$18.5K 0.1% 200
2017
Q2 		$227K Sell
1,370
-183
-12% -$29.2K 0.09% 221
2017
Q1 		$255K Buy
+1,553
New +$246K 0.11% 190

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
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

Cutter & Co Brokerage's AMG Position: Q1 2018 in Review

Cutter & Co Brokerage sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,320 shares — an estimated $271K sold.

Cutter & Co Brokerage first reported a position in AMG in Q1 2017 and held it in 4 quarters. The position peaked at $271K in Q4 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • Cutter & Co Brokerage reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,320 Affiliated Managers Group shares in Q1 2018, an estimated $271K.
  • Cutter & Co Brokerage first reported a position in Affiliated Managers Group in Q1 2017 and held it in 4 quarters.
  • Cutter & Co Brokerage's Affiliated Managers Group position peaked at $271K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Cutter & Co Brokerage's 13F filing for Q1 2018, filed 11 May 2018.