Integrated Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-116
| Closed | -$17K | – | 268 |
|
|
2016
Q3 | $17K | Sell |
116
-92
| -44% | -$13.5K | 0.01% | 635 |
|
|
2016
Q2 | $29K | Hold |
208
| – | – | 0.01% | 515 |
|
|
2016
Q1 | $34K | Hold |
208
| – | – | 0.01% | 436 |
|
|
2015
Q4 | $33K | Sell |
208
-112
| -35% | -$17.8K | 0.01% | 468 |
|
|
2015
Q3 | $55K | Hold |
320
| – | – | 0.02% | 358 |
|
|
2015
Q2 | $70K | Hold |
320
| – | – | 0.03% | 328 |
|
|
2015
Q1 | $68K | Buy |
+320
| New | +$68K | 0.03% | 337 |
|