Genesis Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$3.5K	Buy	+16	New	+$3.56K	﹤0.01%	442

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Genesis Wealth Advisors's AMG Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in Affiliated Managers Group (AMG) in Q2 2015: 16 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

492 funds tracked by Wall St. Rank hold AMG as of Q2 2015.

Genesis Wealth Advisors held 16 shares of Affiliated Managers Group worth $3.5K as of Q2 2015.
Affiliated Managers Group was a new Genesis Wealth Advisors position in Q2 2015.
Affiliated Managers Group made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #442 holding.
492 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.