Ferguson Wellman Capital Management’s Affiliated Managers Group AMG Stock Holding History

Ferguson Wellman Capital 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 Q2	–	Sell	-1,090	Closed	-$207K	–	348
2018 Q1	$207K	Sell	1,090 -80	-7%	-$15.6K	0.01%	334
2017 Q4	$240K	Sell	1,170 -50	-4%	-$9.69K	0.01%	315
2017 Q3	$232K	Sell	1,220 -274	-18%	-$48.7K	0.01%	311
2017 Q2	$248K	Sell	1,494 -62,510	-98%	-$9.98M	0.01%	302
2017 Q1	$10.5M	Buy	64,004 +15,309	+31%	+$2.42M	0.4%	75
2016 Q4	$7.08M	Sell	48,695 -19,785	-29%	-$2.87M	0.29%	90
2016 Q3	$9.91M	Sell	68,480 -1,770	-3%	-$253K	0.42%	71
2016 Q2	$9.89M	Buy	70,250 +3,195	+5%	+$523K	0.42%	75
2016 Q1	$10.9M	Buy	+67,055	New	+$9.35M	0.46%	67
2015 Q3	–	Sell	-980	Closed	-$214K	–	310
2015 Q2	$214K	Hold	980	–	–	0.01%	314
2015 Q1	$210K	Sell	980 -110	-10%	-$23.2K	0.01%	314
2014 Q4	$231K	Buy	+1,090	New	+$217K	0.01%	309

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ferguson Wellman Capital Management's AMG Position: Q2 2018 in Review

Ferguson Wellman Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 1,090 shares — an estimated $207K sold.

Ferguson Wellman Capital Management first reported a position in AMG in Q4 2014 and held it in 12 quarters. The position peaked at $10.9M in Q1 2016. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

Ferguson Wellman Capital Management reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
Ferguson Wellman Capital Management sold 1,090 Affiliated Managers Group shares in Q2 2018, an estimated $207K.
Ferguson Wellman Capital Management first reported a position in Affiliated Managers Group in Q4 2014 and held it in 12 quarters.
Ferguson Wellman Capital Management's Affiliated Managers Group position peaked at $10.9M in Q1 2016.
508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.