Graybill Wealth Management’s Affiliated Managers Group Inc MGR.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% -$5.8K 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% +$27.6K 1.6% 38
2016
Q3
$1.93M Sell
73,436
-1,850
-2% -$49.2K 1.79% 34
2016
Q2
$2.01M Sell
75,286
-1,475
-2% -$38.7K 1.86% 32
2016
Q1
$2.02M Buy
76,761
+330
+0.4% +$8.59K 1.82% 32
2015
Q4
$2.04M Buy
+76,431
New +$2M 1.76% 34

Graybill Wealth Management's MGR.CL Position: Q3 2017 in Review

Graybill Wealth Management sold out of Affiliated Managers Group Inc (MGR.CL) in Q3 2017, closing a stake of 73,365 shares — an estimated $1.86M sold.

Graybill Wealth Management first reported a position in MGR.CL in Q4 2015 and held it in 7 quarters. The position peaked at $2.04M in Q4 2015. 0 funds tracked by Wall St. Rank hold MGR.CL as of Q3 2017.

  • Graybill Wealth Management reported no remaining Affiliated Managers Group Inc position as of Q3 2017 after selling out during the quarter.
  • Graybill Wealth Management sold 73,365 Affiliated Managers Group Inc shares in Q3 2017, an estimated $1.86M.
  • Graybill Wealth Management first reported a position in Affiliated Managers Group Inc in Q4 2015 and held it in 7 quarters.
  • Graybill Wealth Management's Affiliated Managers Group Inc position peaked at $2.04M in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Affiliated Managers Group Inc as of Q3 2017.

Based on Graybill Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.