Gideon Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Gideon Capital 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
2018 Q4	–	Sell	-9,428	Closed	-$1.29M	–	366
2018 Q3	$1.29M	Buy	+9,428	New	+$1.39M	0.61%	28
2016 Q3	–	Sell	-17,512	Closed	-$2.46M	–	182
2016 Q2	$2.46M	Buy	+17,512	New	+$2.87M	1.43%	15
2015 Q2	–	Sell	-2,666	Closed	-$573K	–	234
2015 Q1	$573K	Buy	2,666 +619	+30%	+$131K	0.23%	142
2014 Q4	$434K	Sell	2,047 -479	-19%	-$95.2K	0.2%	129
2014 Q3	$506K	Buy	+2,526	New	+$515K	0.2%	148
2014 Q2	–	Sell	-25,748	Closed	-$5.15M	–	242
2014 Q1	$5.15M	Buy	+25,748	New	+$5.06M	2.86%	2

Other funds holding AMG

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

EIG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gideon Capital Advisors's AMG Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 9,428 shares — an estimated $1.29M sold.

Gideon Capital Advisors first reported a position in AMG in Q1 2014 and held it in 6 quarters. The position peaked at $5.15M in Q1 2014. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Gideon Capital Advisors reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 9,428 Affiliated Managers Group shares in Q4 2018, an estimated $1.29M.
Gideon Capital Advisors first reported a position in Affiliated Managers Group in Q1 2014 and held it in 6 quarters.
Gideon Capital Advisors's Affiliated Managers Group position peaked at $5.15M in Q1 2014.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.