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Euclid Advisors’s Affiliated Managers Group AMG Stock Holding History

Euclid 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
2016
Q3 		– Sell
-370
Closed -$52K – 51
2016
Q2 		$52K Buy
+370
New +$60.6K ﹤0.01% 526
2016
Q1 		– Sell
-1,150
Closed -$184K – 457
2015
Q4 		$184K Buy
+1,150
New +$198K 0.01% 447
2015
Q3 		– Sell
-575
Closed -$126K – 236
2015
Q2 		$126K Buy
+575
New +$128K ﹤0.01% 471
2015
Q1 		– Sell
-26,120
Closed -$5.54M – 302
2014
Q4 		$5.54M Buy
26,120
+2,120
+9% +$421K 0.05% 276
2014
Q3 		$4.81M Buy
24,000
+2,190
+10% +$447K 0.03% 376
2014
Q2 		$4.48M Buy
+21,810
New +$4.22M 0.03% 380

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Euclid Advisors's AMG Position: Q3 2016 in Review

Euclid Advisors sold out of Affiliated Managers Group (AMG) in Q3 2016, closing a stake of 370 shares — an estimated $52K sold.

Euclid Advisors first reported a position in AMG in Q2 2014 and held it in 6 quarters. The position peaked at $5.54M in Q4 2014. 494 funds tracked by Wall St. Rank hold AMG as of Q3 2016.

  • Euclid Advisors reported no remaining Affiliated Managers Group position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 370 Affiliated Managers Group shares in Q3 2016, an estimated $52K.
  • Euclid Advisors first reported a position in Affiliated Managers Group in Q2 2014 and held it in 6 quarters.
  • Euclid Advisors's Affiliated Managers Group position peaked at $5.54M in Q4 2014.
  • 494 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.