Guardian Investor Services’s Affiliated Managers Group AMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$81K Sell
378
-14
-4% -$2.95K 0.06% 338
2014
Q4
$83K Hold
392
0.07% 325
2014
Q3
$79K Buy
+392
New +$80K 0.06% 336

Other funds holding AMG

Guardian Investor Services's AMG Position: Q1 2015 in Review

Guardian Investor Services reduced its Affiliated Managers Group (AMG) stake by 3.6% in Q1 2015, selling an estimated $2.95K and leaving 378 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #338.

Guardian Investor Services first reported a position in AMG in Q3 2014 and has held it in 3 quarters since. The position peaked at $83K in Q4 2014. 489 funds tracked by Wall St. Rank hold AMG as of Q1 2015.

  • Guardian Investor Services held 378 shares of Affiliated Managers Group worth $81K as of Q1 2015.
  • Guardian Investor Services sold 14 Affiliated Managers Group shares in Q1 2015, an estimated $2.95K.
  • Affiliated Managers Group made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #338 holding.
  • Guardian Investor Services first reported a position in Affiliated Managers Group in Q3 2014 and has held it in 3 quarters since.
  • Guardian Investor Services's Affiliated Managers Group position peaked at $83K in Q4 2014.
  • 489 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.