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

Evolution 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
2020
Q1 		– Sell
-26
Closed -$2K – 322
2019
Q4 		$2K Sell
26
-11
-30% -$902 ﹤0.01% 549
2019
Q3 		$3K Buy
+37
New +$3.09K ﹤0.01% 340

Other funds holding AMG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Evolution Wealth Advisors's AMG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in AMG in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 26 Affiliated Managers Group shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Affiliated Managers Group position peaked at $3K in Q3 2019.
  • 295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.