IHT Wealth Management’s Affiliated Managers Group AMG Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-157	Closed	-$28K	–	453
2018 Q1	$28K	Sell	157 -44	-22%	-$8.57K	0.01%	859
2017 Q4	$40K	Hold	201	–	–	0.01%	759
2017 Q3	$39K	Hold	201	–	–	0.02%	587
2017 Q2	$60	Hold	201	–	–	0.03%	466
2017 Q1	$32K	Hold	201	–	–	0.02%	532
2016 Q4	$29K	Buy	+201	New	+$29.2K	0.02%	520

Other funds holding AMG

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

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

EIG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LAM

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

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

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

IHT Wealth Management's AMG Position: Q2 2018 in Review

IHT Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 157 shares — an estimated $28K sold.

IHT Wealth Management first reported a position in AMG in Q4 2016 and held it in 6 quarters. The position peaked at $40K in Q4 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

IHT Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 157 Affiliated Managers Group shares in Q2 2018, an estimated $28K.
IHT Wealth Management first reported a position in Affiliated Managers Group in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Affiliated Managers Group position peaked at $40K in Q4 2017.
508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.