Institutional Capital’s Affiliated Managers Group AMG Stock Holding History

Institutional Capital’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
2016 Q4	$73.3M	Buy	+504,146	New	+$73.2M	1.09%	30

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIT

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

Institutional Capital's AMG Position: Q4 2016 in Review

Institutional Capital opened a new position in Affiliated Managers Group (AMG) in Q4 2016: 504,146 shares worth $73.3M. The stake represents 1.09% of the portfolio and ranks #30 among its holdings.

520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

Institutional Capital held 504,146 shares of Affiliated Managers Group worth $73.3M as of Q4 2016.
Affiliated Managers Group was a new Institutional Capital position in Q4 2016.
Affiliated Managers Group made up 1.09% of Institutional Capital's portfolio in Q4 2016, its #30 holding.
520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on Institutional Capital's 13F filing for Q4 2016, filed 2 Feb 2017.