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E&G Advisors’s Affiliated Managers Group AMG Stock Holding History

E&G Advisors’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
2017
Q4 		– Sell
-1,400
Closed -$266K – 203
2017
Q3 		$266K Hold
1,400
– – 0.12% 149
2017
Q2 		$232K Buy
+1,400
New +$223K 0.11% 145

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

E&G Advisors's AMG Position: Q4 2017 in Review

E&G Advisors sold out of Affiliated Managers Group (AMG) in Q4 2017, closing a stake of 1,400 shares — an estimated $266K sold.

E&G Advisors first reported a position in AMG in Q2 2017 and held it in 2 quarters. The position peaked at $266K in Q3 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

  • E&G Advisors reported no remaining Affiliated Managers Group position as of Q4 2017 after selling out during the quarter.
  • E&G Advisors sold 1,400 Affiliated Managers Group shares in Q4 2017, an estimated $266K.
  • E&G Advisors first reported a position in Affiliated Managers Group in Q2 2017 and held it in 2 quarters.
  • E&G Advisors's Affiliated Managers Group position peaked at $266K in Q3 2017.
  • 529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on E&G Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.