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ERTS Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-15
Closed -$1K – 99
2018
Q4 		$1K Buy
+15
New +$1.69K ﹤0.01% 315

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ERTS Wealth Advisors's AMG Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

ERTS Wealth Advisors first reported a position in AMG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 430 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 15 Affiliated Managers Group shares in Q1 2019, an estimated $1K.
  • ERTS Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Affiliated Managers Group position peaked at $1K in Q4 2018.
  • 430 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.