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Guardian Capital (Canada)’s Affiliated Managers Group AMG Stock Holding History

Guardian Capital (Canada)’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
2016
Q3 		– Sell
-1,460
Closed -$206K – 207
2016
Q2 		$206K Buy
+1,460
New +$239K ﹤0.01% 199
2015
Q2 		– Sell
-1,018
Closed -$219K – 210
2015
Q1 		$219K Buy
+1,018
New +$215K ﹤0.01% 203

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Guardian Capital (Canada)'s AMG Position: Q3 2016 in Review

Guardian Capital (Canada) sold out of Affiliated Managers Group (AMG) in Q3 2016, closing a stake of 1,460 shares — an estimated $206K sold.

Guardian Capital (Canada) first reported a position in AMG in Q1 2015 and held it in 2 quarters. The position peaked at $219K in Q1 2015. 493 funds tracked by Wall St. Rank hold AMG as of Q3 2016.

  • Guardian Capital (Canada) reported no remaining Affiliated Managers Group position as of Q3 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 1,460 Affiliated Managers Group shares in Q3 2016, an estimated $206K.
  • Guardian Capital (Canada) first reported a position in Affiliated Managers Group in Q1 2015 and held it in 2 quarters.
  • Guardian Capital (Canada)'s Affiliated Managers Group position peaked at $219K in Q1 2015.
  • 493 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.