EWM
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Elite Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Elite Wealth Management’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
2014
Q3 		– Sell
-31
Closed -$2K – 658
2014
Q2 		$2K Buy
+31
New +$5.99K ﹤0.01% 384

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elite Wealth Management's AMG Position: Q1 2014 in Review

Elite Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2014, closing a stake of 8 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in AMG in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 455 funds tracked by Wall St. Rank hold AMG as of Q1 2014.

  • Elite Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 8 Affiliated Managers Group shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Affiliated Managers Group in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Affiliated Managers Group position peaked at $2K in Q4 2013.
  • 455 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.