Emerald Mutual Fund Advisers Trust’s Affiliated Managers Group AMG Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-1,031	Closed	-$212K	–	234
2017 Q4	$212K	Sell	1,031 -59	-5%	-$11.4K	0.01%	236
2017 Q3	$207K	Sell	1,090 -323	-23%	-$57.5K	0.01%	250
2017 Q2	$234K	Hold	1,413	–	–	0.01%	244
2017 Q1	$232K	Sell	1,413 -38	-3%	-$6.01K	0.01%	244
2016 Q4	$211K	Hold	1,451	–	–	0.01%	286
2016 Q3	$210K	Sell	1,451 -14	-1%	-$2K	0.01%	274
2016 Q2	$206K	Buy	1,465 +36	+3%	+$5.89K	0.01%	263
2016 Q1	$232K	Hold	1,429	–	–	0.01%	254
2015 Q4	$228K	Sell	1,429 -123	-8%	-$21.1K	0.01%	267
2015 Q3	$265K	Buy	+1,552	New	+$305K	0.02%	257

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

Emerald Mutual Fund Advisers Trust's AMG Position: Q1 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,031 shares — an estimated $212K sold.

Emerald Mutual Fund Advisers Trust first reported a position in AMG in Q3 2015 and held it in 10 quarters. The position peaked at $265K in Q3 2015. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Emerald Mutual Fund Advisers Trust reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 1,031 Affiliated Managers Group shares in Q1 2018, an estimated $212K.
Emerald Mutual Fund Advisers Trust first reported a position in Affiliated Managers Group in Q3 2015 and held it in 10 quarters.
Emerald Mutual Fund Advisers Trust's Affiliated Managers Group position peaked at $265K in Q3 2015.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2018, filed 26 Apr 2018.