Insight Capital Research & Management’s Affiliated Managers Group AMG Stock Holding History

Insight Capital Research & 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
2014 Q2	–	Sell	-1,825	Closed	-$365K	–	121
2014 Q1	$365K	Sell	1,825 -38	-2%	-$7.46K	0.08%	119
2013 Q4	$404K	Sell	1,863 -206	-10%	-$41.1K	0.09%	128
2013 Q3	$409K	Buy	2,069 +12	+0.6%	+$2.13K	0.1%	135
2013 Q2	$337K	Buy	+2,057	New	+$325K	0.09%	168

Other funds holding AMG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

ACM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Insight Capital Research & Management's AMG Position: Q2 2014 in Review

Insight Capital Research & Management sold out of Affiliated Managers Group (AMG) in Q2 2014, closing a stake of 1,825 shares — an estimated $365K sold.

Insight Capital Research & Management first reported a position in AMG in Q2 2013 and held it in 4 quarters. The position peaked at $409K in Q3 2013. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

Insight Capital Research & Management reported no remaining Affiliated Managers Group position as of Q2 2014 after selling out during the quarter.
Insight Capital Research & Management sold 1,825 Affiliated Managers Group shares in Q2 2014, an estimated $365K.
Insight Capital Research & Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 4 quarters.
Insight Capital Research & Management's Affiliated Managers Group position peaked at $409K in Q3 2013.
462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.