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Douglas Lane & Associates’s Affiliated Managers Group AMG Stock Holding History

Douglas Lane & Associates’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
-1,101
Closed -$209K – 194
2018
Q1 		$209K Hold
1,101
– – ﹤0.01% 192
2017
Q4 		$226K Buy
1,101
+46
+4% +$8.91K ﹤0.01% 193
2017
Q3 		$200K Buy
+1,055
New +$188K ﹤0.01% 205

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

Douglas Lane & Associates's AMG Position: Q2 2018 in Review

Douglas Lane & Associates sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 1,101 shares — an estimated $209K sold.

Douglas Lane & Associates first reported a position in AMG in Q3 2017 and held it in 3 quarters. The position peaked at $226K in Q4 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • Douglas Lane & Associates reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • Douglas Lane & Associates sold 1,101 Affiliated Managers Group shares in Q2 2018, an estimated $209K.
  • Douglas Lane & Associates first reported a position in Affiliated Managers Group in Q3 2017 and held it in 3 quarters.
  • Douglas Lane & Associates's Affiliated Managers Group position peaked at $226K in Q4 2017.
  • 508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Douglas Lane & Associates's 13F filing for Q2 2018, filed 23 Jul 2018.