First Citizens Bank & Trust’s Affiliated Managers Group AMG Stock Holding History

First Citizens Bank & Trust’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 Q1	–	Sell	-1,042	Closed	-$214K	–	409
2017 Q4	$214K	Buy	+1,042	New	+$202K	0.03%	376
2017 Q3	–	Sell	-1,771	Closed	-$294K	–	405
2017 Q2	$294K	Sell	1,771 -438	-20%	-$69.9K	0.04%	360
2017 Q1	$362K	Sell	2,209 -11,751	-84%	-$1.86M	0.04%	308
2016 Q4	$2.03M	Sell	13,960 -5,823	-29%	-$846K	0.22%	121
2016 Q3	$2.86M	Buy	+19,783	New	+$2.83M	0.26%	109
2013 Q4	–	Sell	-5,008	Closed	-$915K	–	351
2013 Q3	$915K	Buy	5,008 +270	+6%	+$47.9K	0.04%	444
2013 Q2	$777K	Buy	+4,738	New	+$749K	0.03%	484

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

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

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

EIG

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

First Citizens Bank & Trust's AMG Position: Q1 2018 in Review

First Citizens Bank & Trust sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,042 shares — an estimated $214K sold.

First Citizens Bank & Trust first reported a position in AMG in Q2 2013 and held it in 7 quarters. The position peaked at $2.86M in Q3 2016. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

First Citizens Bank & Trust reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
First Citizens Bank & Trust sold 1,042 Affiliated Managers Group shares in Q1 2018, an estimated $214K.
First Citizens Bank & Trust first reported a position in Affiliated Managers Group in Q2 2013 and held it in 7 quarters.
First Citizens Bank & Trust's Affiliated Managers Group position peaked at $2.86M in Q3 2016.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on First Citizens Bank & Trust's 13F filing for Q1 2018, filed 11 Apr 2018.