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Interactive Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Interactive Financial Advisors’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
-5
Closed -$1K – 89
2014
Q1 		$1K Buy
+5
New +$982 ﹤0.01% 98

Other funds holding AMG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Interactive Financial Advisors's AMG Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Affiliated Managers Group (AMG) in Q2 2014, closing a stake of 5 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in AMG in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Affiliated Managers Group position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 5 Affiliated Managers Group shares in Q2 2014, an estimated $1K.
  • Interactive Financial Advisors first reported a position in Affiliated Managers Group in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Affiliated Managers Group position peaked at $1K in Q1 2014.
  • 462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.