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FDO Partners’s Affiliated Managers Group AMG Stock Holding History

FDO Partners’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
2017
Q3 		– Sell
-1,726
Closed -$286K – 217
2017
Q2 		$286K Buy
+1,726
New +$276K 0.06% 221
2016
Q4 		– Sell
-9,652
Closed -$1.4M – 198
2016
Q3 		$1.4M Buy
9,652
+6,330
+191% +$906K 0.6% 67
2016
Q2 		$468K Buy
+3,322
New +$544K 0.25% 146

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

FDO Partners's AMG Position: Q3 2017 in Review

FDO Partners sold out of Affiliated Managers Group (AMG) in Q3 2017, closing a stake of 1,726 shares — an estimated $286K sold.

FDO Partners first reported a position in AMG in Q2 2016 and held it in 3 quarters. The position peaked at $1.4M in Q3 2016. 483 funds tracked by Wall St. Rank hold AMG as of Q3 2017.

  • FDO Partners reported no remaining Affiliated Managers Group position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 1,726 Affiliated Managers Group shares in Q3 2017, an estimated $286K.
  • FDO Partners first reported a position in Affiliated Managers Group in Q2 2016 and held it in 3 quarters.
  • FDO Partners's Affiliated Managers Group position peaked at $1.4M in Q3 2016.
  • 483 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.