Isthmus Partners’s Affiliated Managers Group AMG Stock Holding History

Isthmus Partners’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
2018 Q4	–	Sell	-100	Closed	-$14K	–	142
2018 Q3	$14K	Hold	100	–	–	﹤0.01%	238
2018 Q2	$15K	Hold	100	–	–	﹤0.01%	221
2018 Q1	$19K	Hold	100	–	–	0.01%	211
2017 Q4	$21K	Hold	100	–	–	0.01%	207
2017 Q3	$19K	Hold	100	–	–	0.01%	213
2017 Q2	$17K	Hold	100	–	–	0.01%	228
2017 Q1	$16K	Hold	100	–	–	﹤0.01%	229
2016 Q4	$15K	Hold	100	–	–	﹤0.01%	231
2016 Q3	$15K	Buy	+100	New	+$14.3K	﹤0.01%	225

Other funds holding AMG

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Isthmus Partners's AMG Position: Q4 2018 in Review

Isthmus Partners sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 100 shares — an estimated $14K sold.

Isthmus Partners first reported a position in AMG in Q3 2016 and held it in 9 quarters. The position peaked at $21K in Q4 2017. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Isthmus Partners reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Isthmus Partners sold 100 Affiliated Managers Group shares in Q4 2018, an estimated $14K.
Isthmus Partners first reported a position in Affiliated Managers Group in Q3 2016 and held it in 9 quarters.
Isthmus Partners's Affiliated Managers Group position peaked at $21K in Q4 2017.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Isthmus Partners's 13F filing for Q4 2018, filed 4 Feb 2019.