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Independence Bank of Kentucky’s Affiliated Managers Group AMG Stock Holding History

Independence Bank of Kentucky’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 		– Sell
-50
Closed -$5K – 333
2018
Q4 		$5K Sell
50
-605
-92% -$68.3K ﹤0.01% 294
2018
Q3 		$90K Buy
655
+474
+262% +$70K 0.07% 140
2018
Q2 		$27K Sell
181
-16
-8% -$2.64K 0.02% 205
2018
Q1 		$37K Hold
197
– – 0.03% 178
2017
Q4 		$40K Buy
+197
New +$38.2K 0.03% 177

Other funds holding AMG

Vanguard Group
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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Independence Bank of Kentucky's AMG Position: Q1 2019 in Review

Independence Bank of Kentucky sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 50 shares — an estimated $5K sold.

Independence Bank of Kentucky first reported a position in AMG in Q4 2017 and held it in 5 quarters. The position peaked at $90K in Q3 2018. 431 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

  • Independence Bank of Kentucky reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
  • Independence Bank of Kentucky sold 50 Affiliated Managers Group shares in Q1 2019, an estimated $5K.
  • Independence Bank of Kentucky first reported a position in Affiliated Managers Group in Q4 2017 and held it in 5 quarters.
  • Independence Bank of Kentucky's Affiliated Managers Group position peaked at $90K in Q3 2018.
  • 431 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on Independence Bank of Kentucky's 13F filing for Q1 2019, filed 29 Apr 2019.