Independent Portfolio Consultants’s Affiliated Managers Group AMG Stock Holding History

Independent Portfolio Consultants’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 Q2	$1.77M	Buy	10,694 +5,479	+105%	+$875K	0.74%	14
2017 Q1	$855K	Buy	5,215 +20	+0.4%	+$3.17K	0.3%	108
2016 Q4	$755K	Buy	+5,195	New	+$754K	0.25%	147
2014 Q4	–	Sell	-3,423	Closed	-$686K	–	790
2014 Q3	$686K	Sell	3,423 -1,233	-26%	-$252K	0.18%	152
2014 Q2	$956K	Buy	4,656 +225	+5%	+$43.5K	0.27%	91
2014 Q1	$886K	Sell	4,431 -640	-13%	-$126K	0.28%	101
2013 Q4	$1.1M	Sell	5,071 -285	-5%	-$56.9K	0.38%	56
2013 Q3	$978K	Sell	5,356 -5,070	-49%	-$900K	0.39%	56
2013 Q2	$1.71M	Buy	+10,426	New	+$1.65M	0.77%	5

Other funds holding AMG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $13.2B AUM 32.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's AMG Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Affiliated Managers Group (AMG) stake by 105% in Q2 2017, buying an estimated $875K and bringing the position to 10,694 shares worth $1.77M. The position accounts for 0.74% of the portfolio, ranked #14.

Independent Portfolio Consultants first reported a position in AMG in Q2 2013 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold AMG as of Q2 2017.

Independent Portfolio Consultants held 10,694 shares of Affiliated Managers Group worth $1.77M as of Q2 2017.
Independent Portfolio Consultants bought 5,479 Affiliated Managers Group shares in Q2 2017, an estimated $875K.
Affiliated Managers Group made up 0.74% of Independent Portfolio Consultants's portfolio in Q2 2017, its #14 holding.
Independent Portfolio Consultants first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 9 quarters since.
481 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.