Financial Architects (New Jersey)’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-176
| Closed | -$16K | – | 984 |
|
|
2019
Q2 | $16K | Sell |
176
-1,531
| -90% | -$139K | ﹤0.01% | 673 |
|
|
2019
Q1 | $183K | Buy |
1,707
+99
| +6% | +$10.6K | 0.03% | 291 |
|
|
2018
Q4 | $157K | Sell |
1,608
-60
| -4% | -$5.86K | 0.03% | 283 |
|
|
2018
Q3 | $228K | Hold |
1,668
| – | – | 0.04% | 261 |
|
|
2018
Q2 | $248K | Hold |
1,668
| – | – | 0.04% | 246 |
|
|
2018
Q1 | $316K | Buy |
1,668
+835
| +100% | +$158K | 0.06% | 202 |
|
|
2017
Q4 | $171K | Hold |
833
| – | – | 0.03% | 321 |
|
|
2017
Q3 | $158K | Hold |
833
| – | – | 0.03% | 357 |
|
|
2017
Q2 | $138K | Buy |
833
+17
| +2% | +$2.82K | 0.02% | 367 |
|
|
2017
Q1 | $134K | Buy |
816
+801
| +5,340% | +$132K | 0.02% | 365 |
|
|
2016
Q4 | $2K | Sell |
15
-13
| -46% | -$1.73K | ﹤0.01% | 1247 |
|
|
2016
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $4K | Buy |
28
+15
| +115% | +$2.14K | ﹤0.01% | 1131 |
|
|
2016
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 989 |
|
|
2015
Q3 | – | Sell |
-18
| Closed | -$4K | – | 237 |
|
|
2015
Q2 | $4K | Sell |
18
-11
| -38% | -$2.44K | ﹤0.01% | 964 |
|
|
2015
Q1 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 813 |
|