FCI
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Financial Counselors Inc’s Affiliated Managers Group AMG Stock Holding History

Financial Counselors Inc’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
-25,558
Closed -$2.17M – 480
2019
Q4 		$2.17M Sell
25,558
-490
-2% -$40.2K 0.08% 219
2019
Q3 		$2.17M Sell
26,048
-522
-2% -$43.6K 0.09% 210
2019
Q2 		$2.45M Buy
26,570
+938
+4% +$92K 0.1% 198
2019
Q1 		$2.75M Buy
25,632
+1,989
+8% +$211K 0.12% 183
2018
Q4 		$2.3M Sell
23,643
-13,449
-36% -$1.52M 0.11% 185
2018
Q3 		$5.07M Buy
37,092
+211
+0.6% +$31.2K 0.22% 134
2018
Q2 		$5.48M Buy
36,881
+1,205
+3% +$199K 0.25% 123
2018
Q1 		$6.76M Buy
35,676
+174
+0.5% +$33.9K 0.32% 104
2017
Q4 		$7.29M Sell
35,502
-737
-2% -$143K 0.33% 101
2017
Q3 		$6.88M Sell
36,239
-5,436
-13% -$967K 0.34% 99
2017
Q2 		$6.91M Sell
41,675
-244
-0.6% -$39K 0.34% 100
2017
Q1 		$6.87M Sell
41,919
-1,667
-4% -$264K 0.35% 95
2016
Q4 		$6.33M Buy
+43,586
New +$6.33M 0.34% 103
2016
Q2 		$5.3M Buy
37,633
+3,679
+11% +$602K 0.32% 115
2016
Q1 		$5.51M Buy
33,954
+7,611
+29% +$1.06M 0.34% 99
2015
Q4 		$4.21M Sell
26,343
-4,933
-16% -$848K 0.27% 123
2015
Q3 		$5.35M Buy
31,276
+20,854
+200% +$4.1M 0.37% 93
2015
Q2 		$2.28M Buy
10,422
+375
+4% +$83.4K 0.15% 181
2015
Q1 		$2.16M Buy
10,047
+530
+6% +$112K 0.13% 192
2014
Q4 		$2.02M Buy
9,517
+5,110
+116% +$1.02M 0.13% 196
2014
Q3 		$883K Buy
+4,407
New +$899K 0.06% 272

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 $7.04B AUM 28% 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

Financial Counselors Inc's AMG Position: Q1 2020 in Review

Financial Counselors Inc sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 25,558 shares — an estimated $2.17M sold.

Financial Counselors Inc first reported a position in AMG in Q3 2014 and held it in 21 quarters. The position peaked at $7.29M in Q4 2017. 296 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Financial Counselors Inc reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 25,558 Affiliated Managers Group shares in Q1 2020, an estimated $2.17M.
  • Financial Counselors Inc first reported a position in Affiliated Managers Group in Q3 2014 and held it in 21 quarters.
  • Financial Counselors Inc's Affiliated Managers Group position peaked at $7.29M in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Financial Counselors Inc's 13F filing for Q1 2020, filed 23 Apr 2020.