HB
AMG icon

Homrich & Berg’s Affiliated Managers Group AMG Stock Holding History

Homrich & Berg’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
-1,066
Closed -$202K – 339
2017
Q3 		$202K Buy
+1,066
New +$190K 0.02% 311

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
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

Homrich & Berg's AMG Position: Q4 2017 in Review

Homrich & Berg sold out of Affiliated Managers Group (AMG) in Q4 2017, closing a stake of 1,066 shares — an estimated $202K sold.

Homrich & Berg first reported a position in AMG in Q3 2017 and held it in 1 quarter. The position peaked at $202K in Q3 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

  • Homrich & Berg reported no remaining Affiliated Managers Group position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 1,066 Affiliated Managers Group shares in Q4 2017, an estimated $202K.
  • Homrich & Berg first reported a position in Affiliated Managers Group in Q3 2017 and held it in 1 quarter.
  • Homrich & Berg's Affiliated Managers Group position peaked at $202K in Q3 2017.
  • 529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.