Goelzer Investment Management’s Affiliated Managers Group AMG Stock Holding History

Goelzer Investment Management’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 Q2	–	Sell	-24,115	Closed	-$4.57M	–	204
2018 Q1	$4.57M	Sell	24,115 -910	-4%	-$177K	0.55%	80
2017 Q4	$5.14M	Buy	25,025 +460	+2%	+$89.1K	0.58%	72
2017 Q3	$4.66M	Buy	24,565 +9,663	+65%	+$1.72M	0.55%	75
2017 Q2	$2.47M	Sell	14,902 -670	-4%	-$107K	0.3%	111
2017 Q1	$2.55M	Buy	15,572 +11,272	+262%	+$1.78M	0.32%	110
2016 Q4	$625K	Buy	+4,300	New	+$624K	0.08%	157

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

EIG

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goelzer Investment Management's AMG Position: Q2 2018 in Review

Goelzer Investment Management sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 24,115 shares — an estimated $4.57M sold.

Goelzer Investment Management first reported a position in AMG in Q4 2016 and held it in 6 quarters. The position peaked at $5.14M in Q4 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

Goelzer Investment Management reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
Goelzer Investment Management sold 24,115 Affiliated Managers Group shares in Q2 2018, an estimated $4.57M.
Goelzer Investment Management first reported a position in Affiliated Managers Group in Q4 2016 and held it in 6 quarters.
Goelzer Investment Management's Affiliated Managers Group position peaked at $5.14M in Q4 2017.
508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Goelzer Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.