Evercore Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Evercore Wealth Management’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	-125	Closed	-$26K	–	375
2017 Q4	$26K	Hold	125	–	–	﹤0.01%	676
2017 Q3	$24K	Hold	125	–	–	﹤0.01%	678
2017 Q2	$21K	Sell	125 -50	-29%	-$7.98K	﹤0.01%	706
2017 Q1	$29K	Hold	175	–	–	﹤0.01%	690
2016 Q4	$25K	Hold	175	–	–	﹤0.01%	720
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%	+$18.9K	﹤0.01%	703
2015 Q3	$11K	Hold	65	–	–	﹤0.01%	821
2015 Q2	$14K	Sell	65 -113	-63%	-$25.1K	﹤0.01%	846
2015 Q1	$38K	Buy	178 +13	+8%	+$2.74K	﹤0.01%	667
2014 Q4	$35K	Buy	165 +100	+154%	+$19.9K	﹤0.01%	588
2014 Q3	$13K	Sell	65 -5	-7%	-$1.02K	﹤0.01%	796
2014 Q2	$14K	Buy	70 +5	+8%	+$967	﹤0.01%	787
2014 Q1	$13K	Hold	65	–	–	﹤0.01%	801
2013 Q4	$14K	Sell	65 -34	-34%	-$6.78K	﹤0.01%	728
2013 Q3	$18K	Buy	99 +14	+16%	+$2.49K	﹤0.01%	698
2013 Q2	$14K	Buy	+85	New	+$13.4K	﹤0.01%	692

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

Evercore Wealth Management's AMG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 125 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in AMG in Q2 2013 and held it in 19 quarters. The position peaked at $38K in Q1 2015. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Evercore Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 125 Affiliated Managers Group shares in Q1 2018, an estimated $26K.
Evercore Wealth Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Affiliated Managers Group position peaked at $38K in Q1 2015.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.