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IQ EQ Fund Management’s Affiliated Managers Group AMG Stock Holding History

IQ EQ Fund 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
2020
Q2 		– Sell
-6,225
Closed -$368K – 189
2020
Q1 		$368K Hold
6,225
– – 0.15% 103
2019
Q4 		$528K Sell
6,225
-560
-8% -$45.9K 0.17% 103
2019
Q3 		$566K Hold
6,785
– – 0.18% 100
2019
Q2 		$625K Buy
+6,785
New +$666K 0.2% 102
2018
Q4 		$661K Hold
6,785
– – 0.24% 93
2018
Q3 		$967K Buy
6,785
+377
+6% +$55.7K 0.27% 88
2018
Q2 		$953K Buy
+6,408
New +$1.06M 0.26% 82
2017
Q1 		$1.26M Sell
6,787
-531
-7% -$84K 0.24% 76
2016
Q4 		$1.22M Sell
7,318
-537
-7% -$78K 0.22% 75
2016
Q3 		$1.22M Buy
7,855
+1,102
+16% +$158K 0.23% 72
2016
Q2 		$1.04M Sell
6,753
-3
-0% -$491 0.2% 77
2016
Q1 		$1.17M Buy
+6,756
New +$942K 0.21% 73
2015
Q4 		– Sell
-24,985
Closed -$4.63M – 91
2015
Q3 		$4.63M Buy
24,985
+6,848
+38% +$1.35M 0.75% 39
2015
Q2 		$4.31M Sell
18,137
-1,478
-8% -$329K 0.62% 41
2015
Q1 		$4.75M Buy
+19,615
New +$4.14M 0.64% 41

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

IQ EQ Fund Management's AMG Position: Q2 2020 in Review

IQ EQ Fund Management sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 6,225 shares — an estimated $368K sold.

IQ EQ Fund Management first reported a position in AMG in Q1 2015 and held it in 15 quarters. The position peaked at $4.75M in Q1 2015. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • IQ EQ Fund Management reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • IQ EQ Fund Management sold 6,225 Affiliated Managers Group shares in Q2 2020, an estimated $368K.
  • IQ EQ Fund Management first reported a position in Affiliated Managers Group in Q1 2015 and held it in 15 quarters.
  • IQ EQ Fund Management's Affiliated Managers Group position peaked at $4.75M in Q1 2015.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on IQ EQ Fund Management's 13F filing for Q2 2020, filed 22 Jul 2020.