EWM
Evercore Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-125
| Closed | -$26K | – | 375 |
|
|
2017
Q4 | $26K | Hold |
125
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $24K | Hold |
125
| – | – | ﹤0.01% | 678 |
|
|
2017
Q2 | $21K | Sell |
125
-50
| -29% | -$8.4K | ﹤0.01% | 704 |
|
|
2017
Q1 | $29K | Hold |
175
| – | – | ﹤0.01% | 689 |
|
|
2016
Q4 | $25K | Hold |
175
| – | – | ﹤0.01% | 719 |
|
|
2016
Q3 | $25K | Hold |
175
| – | – | ﹤0.01% | 732 |
|
|
2016
Q2 | $25K | Hold |
175
| – | – | ﹤0.01% | 714 |
|
|
2016
Q1 | $28K | Hold |
175
| – | – | ﹤0.01% | 669 |
|
|
2015
Q4 | $28K | Buy |
175
+110
| +169% | +$17.6K | ﹤0.01% | 703 |
|
|
2015
Q3 | $11K | Hold |
65
| – | – | ﹤0.01% | 821 |
|
|
2015
Q2 | $14K | Sell |
65
-113
| -63% | -$24.3K | ﹤0.01% | 846 |
|
|
2015
Q1 | $38K | Buy |
178
+13
| +8% | +$2.78K | ﹤0.01% | 667 |
|
|
2014
Q4 | $35K | Buy |
165
+100
| +154% | +$21.2K | ﹤0.01% | 588 |
|
|
2014
Q3 | $13K | Sell |
65
-5
| -7% | -$1K | ﹤0.01% | 796 |
|
|
2014
Q2 | $14K | Buy |
70
+5
| +8% | +$1K | ﹤0.01% | 787 |
|
|
2014
Q1 | $13K | Hold |
65
| – | – | ﹤0.01% | 801 |
|
|
2013
Q4 | $14K | Sell |
65
-34
| -34% | -$7.32K | ﹤0.01% | 728 |
|
|
2013
Q3 | $18K | Buy |
99
+14
| +16% | +$2.55K | ﹤0.01% | 698 |
|
|
2013
Q2 | $14K | Buy |
+85
| New | +$14K | ﹤0.01% | 692 |
|