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Essex Financial Services’s Affiliated Managers Group AMG Stock Holding History

Essex Financial Services’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
2016
Q1 		– Sell
-1,450
Closed -$232K – 311
2015
Q4 		$232K Hold
1,450
– – 0.06% 273
2015
Q3 		$248K Buy
+1,450
New +$285K 0.06% 261

Other funds holding AMG

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Financial Services's AMG Position: Q1 2016 in Review

Essex Financial Services sold out of Affiliated Managers Group (AMG) in Q1 2016, closing a stake of 1,450 shares — an estimated $232K sold.

Essex Financial Services first reported a position in AMG in Q3 2015 and held it in 2 quarters. The position peaked at $248K in Q3 2015. 473 funds tracked by Wall St. Rank hold AMG as of Q1 2016.

  • Essex Financial Services reported no remaining Affiliated Managers Group position as of Q1 2016 after selling out during the quarter.
  • Essex Financial Services sold 1,450 Affiliated Managers Group shares in Q1 2016, an estimated $232K.
  • Essex Financial Services first reported a position in Affiliated Managers Group in Q3 2015 and held it in 2 quarters.
  • Essex Financial Services's Affiliated Managers Group position peaked at $248K in Q3 2015.
  • 473 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.