Hirtle Callaghan & Co’s Affiliated Managers Group AMG Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-68	Closed	-$13K	–	149
2017 Q3	$13K	Hold	68	–	–	﹤0.01%	167
2017 Q2	$12K	Sell	68 -16	-19%	-$2.55K	﹤0.01%	159
2017 Q1	$14K	Hold	84	–	–	﹤0.01%	158
2016 Q4	$12K	Sell	84 -49	-37%	-$7.12K	﹤0.01%	131
2016 Q3	$19K	Hold	133	–	–	﹤0.01%	172
2016 Q2	$19K	Sell	133 -395	-75%	-$64.7K	﹤0.01%	151
2016 Q1	$86K	Sell	528 -40	-7%	-$5.58K	0.02%	117
2015 Q4	$91K	Hold	568	–	–	0.02%	96
2015 Q3	$96K	Hold	568	–	–	0.02%	124
2015 Q2	$124K	Buy	+568	New	+$126K	0.04%	118

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Hirtle Callaghan & Co's AMG Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Affiliated Managers Group (AMG) in Q4 2017, closing a stake of 68 shares — an estimated $13K sold.

Hirtle Callaghan & Co first reported a position in AMG in Q2 2015 and held it in 10 quarters. The position peaked at $124K in Q2 2015. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Affiliated Managers Group position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 68 Affiliated Managers Group shares in Q4 2017, an estimated $13K.
Hirtle Callaghan & Co first reported a position in Affiliated Managers Group in Q2 2015 and held it in 10 quarters.
Hirtle Callaghan & Co's Affiliated Managers Group position peaked at $124K in Q2 2015.
529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.