De Burlo Group’s Affiliated Managers Group AMG Stock Holding History

De Burlo Group’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	-32,350	Closed	-$6.64M	–	105
2017 Q4	$6.64M	Sell	32,350 -550	-2%	-$107K	1.34%	30
2017 Q3	$6.25M	Buy	+32,900	New	+$5.85M	1.38%	26

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

De Burlo Group's AMG Position: Q1 2018 in Review

De Burlo Group sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 32,350 shares — an estimated $6.64M sold.

De Burlo Group first reported a position in AMG in Q3 2017 and held it in 2 quarters. The position peaked at $6.64M in Q4 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

De Burlo Group reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
De Burlo Group sold 32,350 Affiliated Managers Group shares in Q1 2018, an estimated $6.64M.
De Burlo Group first reported a position in Affiliated Managers Group in Q3 2017 and held it in 2 quarters.
De Burlo Group's Affiliated Managers Group position peaked at $6.64M in Q4 2017.
529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on De Burlo Group's 13F filing for Q1 2018, filed 3 May 2018.