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High Point Bank & Trust’s Affiliated Managers Group AMG Stock Holding History

High Point Bank & Trust’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
Q4 		$21K Hold
143
– – 0.01% 290
2016
Q3 		$21K Hold
143
– – 0.01% 298
2016
Q2 		$20K Hold
143
– – 0.01% 287
2016
Q1 		$23K Buy
+143
New +$19.9K 0.01% 284

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

High Point Bank & Trust's AMG Position: Q4 2016 in Review

High Point Bank & Trust held its Affiliated Managers Group (AMG) position steady in Q4 2016 at 143 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #290.

High Point Bank & Trust first reported a position in AMG in Q1 2016 and has held it in 4 quarters since. The position peaked at $23K in Q1 2016. 520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

  • High Point Bank & Trust held 143 shares of Affiliated Managers Group worth $21K as of Q4 2016.
  • High Point Bank & Trust left its Affiliated Managers Group share count unchanged in Q4 2016.
  • Affiliated Managers Group made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #290 holding.
  • High Point Bank & Trust first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 4 quarters since.
  • High Point Bank & Trust's Affiliated Managers Group position peaked at $23K in Q1 2016.
  • 520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.