GWM
MGR.CL
Graybill Wealth Management’s Affiliated Managers Group, Inc. MGR.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-73,365
| Closed | -$1.86M | – | 49 |
|
|
2017
Q2 | $1.86M | Sell |
73,365
-228
| -0.3% | -$5.79K | 1.47% | 41 |
|
|
2017
Q1 | $1.88M | Sell |
73,593
-918
| -1% | -$23.5K | 1.49% | 40 |
|
|
2016
Q4 | $1.88M | Buy |
74,511
+1,075
| +1% | +$27.1K | 1.6% | 38 |
|
|
2016
Q3 | $1.93M | Sell |
73,436
-1,850
| -2% | -$48.6K | 1.79% | 34 |
|
|
2016
Q2 | $2.01M | Sell |
75,286
-1,475
| -2% | -$39.4K | 1.86% | 32 |
|
|
2016
Q1 | $2.02M | Buy |
76,761
+330
| +0.4% | +$8.66K | 1.82% | 32 |
|
|
2015
Q4 | $2.04M | Buy |
+76,431
| New | +$2.04M | 1.76% | 34 |
|