Gofen & Glossberg’s Affiliated Managers Group AMG Stock Holding History

Gofen & Glossberg’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	-1,006	Closed	-$206K	–	459
2017 Q4	$206K	Buy	+1,006	New	+$195K	0.01%	449
2017 Q3	–	Sell	-1,231	Closed	-$204K	–	468
2017 Q2	$204K	Hold	1,231	–	–	0.01%	439
2017 Q1	$202K	Buy	+1,231	New	+$195K	0.01%	443
2015 Q4	–	Sell	-1,306	Closed	-$223K	–	449
2015 Q3	$223K	Buy	1,306 +36	+3%	+$7.08K	0.01%	397
2015 Q2	$278K	Buy	1,270 +27	+2%	+$6K	0.01%	372
2015 Q1	$267K	Buy	1,243 +105	+9%	+$22.2K	0.01%	381
2014 Q4	$242K	Buy	+1,138	New	+$226K	0.01%	396
2014 Q2	–	Sell	-915	Closed	-$172K	–	456
2014 Q1	$172K	Hold	915	–	–	0.01%	430
2013 Q4	$198K	Hold	915	–	–	0.01%	409
2013 Q3	$167K	Buy	+915	New	+$162K	0.01%	408

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

Gofen & Glossberg's AMG Position: Q1 2018 in Review

Gofen & Glossberg sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,006 shares — an estimated $206K sold.

Gofen & Glossberg first reported a position in AMG in Q3 2013 and held it in 10 quarters. The position peaked at $278K in Q2 2015. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Gofen & Glossberg reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Gofen & Glossberg sold 1,006 Affiliated Managers Group shares in Q1 2018, an estimated $206K.
Gofen & Glossberg first reported a position in Affiliated Managers Group in Q3 2013 and held it in 10 quarters.
Gofen & Glossberg's Affiliated Managers Group position peaked at $278K in Q2 2015.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Gofen & Glossberg's 13F filing for Q1 2018, filed 11 Apr 2018.