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Financial Architects (New Jersey)’s Affiliated Managers Group AMG Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-176
Closed -$16K – 1004
2019
Q2 		$16K Sell
176
-1,531
-90% -$150K ﹤0.01% 771
2019
Q1 		$183K Buy
1,707
+99
+6% +$10.5K 0.03% 308
2018
Q4 		$157K Sell
1,608
-60
-4% -$6.78K 0.03% 302
2018
Q3 		$228K Hold
1,668
– – 0.04% 290
2018
Q2 		$248K Hold
1,668
– – 0.04% 246
2018
Q1 		$316K Buy
1,668
+835
+100% +$163K 0.06% 219
2017
Q4 		$171K Hold
833
– – 0.03% 360
2017
Q3 		$158K Hold
833
– – 0.03% 388
2017
Q2 		$138K Buy
833
+17
+2% +$2.71K 0.02% 403
2017
Q1 		$134K Buy
816
+801
+5,340% +$127K 0.02% 388
2016
Q4 		$2K Sell
15
-13
-46% -$1.89K ﹤0.01% 1271
2016
Q3 		$4K Hold
28
– – ﹤0.01% 1178
2016
Q2 		$4K Buy
28
+15
+115% +$2.46K ﹤0.01% 1155
2016
Q1 		$2K Buy
+13
New +$1.81K ﹤0.01% 1019
2015
Q3 		– Sell
-18
Closed -$4K – 239
2015
Q2 		$4K Sell
18
-11
-38% -$2.45K ﹤0.01% 992
2015
Q1 		$6K Buy
+29
New +$6.12K ﹤0.01% 825

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Financial Architects (New Jersey)'s AMG Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 176 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in AMG in Q1 2015 and held it in 16 quarters. The position peaked at $316K in Q1 2018. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 176 Affiliated Managers Group shares in Q3 2019, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Affiliated Managers Group in Q1 2015 and held it in 16 quarters.
  • Financial Architects (New Jersey)'s Affiliated Managers Group position peaked at $316K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.