HL Financial Services’s Affiliated Managers Group AMG Stock Holding History

HL Financial Services’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
2019 Q1	$2.14M	Sell	19,976 -1,686	-8%	-$179K	0.03%	277
2018 Q4	$2.11M	Sell	21,662 -6,067	-22%	-$685K	0.04%	261
2018 Q3	$3.79M	Sell	27,729 -1,295	-4%	-$191K	0.06%	202
2018 Q2	$4.32M	Sell	29,024 -707	-2%	-$117K	0.07%	169
2018 Q1	$5.64M	Sell	29,731 -2,970	-9%	-$579K	0.1%	126
2017 Q4	$6.71M	Buy	32,701 +1,956	+6%	+$379K	0.13%	96
2017 Q3	$5.84M	Sell	30,745 -593	-2%	-$105K	0.11%	110
2017 Q2	$5.2M	Buy	31,338 +1,556	+5%	+$248K	0.1%	116
2017 Q1	$4.88M	Buy	29,782 +24,837	+502%	+$3.93M	0.1%	118
2016 Q4	$719K	Buy	+4,945	New	+$718K	0.02%	382

Other funds holding AMG

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

HL Financial Services's AMG Position: Q1 2019 in Review

HL Financial Services reduced its Affiliated Managers Group (AMG) stake by 7.8% in Q1 2019, selling an estimated $179K and leaving 19,976 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #277.

HL Financial Services first reported a position in AMG in Q4 2016 and has held it in 10 quarters since. The position peaked at $6.71M in Q4 2017. 430 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

HL Financial Services held 19,976 shares of Affiliated Managers Group worth $2.14M as of Q1 2019.
HL Financial Services sold 1,686 Affiliated Managers Group shares in Q1 2019, an estimated $179K.
Affiliated Managers Group made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #277 holding.
HL Financial Services first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 10 quarters since.
HL Financial Services's Affiliated Managers Group position peaked at $6.71M in Q4 2017.
430 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.