Gideon Capital Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,428
| Closed | -$1.29M | – | 366 |
|
|
2018
Q3 | $1.29M | Buy |
+9,428
| New | +$1.29M | 0.61% | 28 |
|
|
2016
Q3 | – | Sell |
-17,512
| Closed | -$2.47M | – | 182 |
|
|
2016
Q2 | $2.47M | Buy |
+17,512
| New | +$2.47M | 1.43% | 15 |
|
|
2015
Q2 | – | Sell |
-2,666
| Closed | -$573K | – | 234 |
|
|
2015
Q1 | $573K | Buy |
2,666
+619
| +30% | +$133K | 0.23% | 142 |
|
|
2014
Q4 | $434K | Sell |
2,047
-479
| -19% | -$102K | 0.2% | 129 |
|
|
2014
Q3 | $506K | Buy |
+2,526
| New | +$506K | 0.2% | 148 |
|
|
2014
Q2 | – | Sell |
-25,748
| Closed | -$5.15M | – | 242 |
|
|
2014
Q1 | $5.15M | Buy |
+25,748
| New | +$5.15M | 2.86% | 2 |
|