Jackson Park Capital’s Affiliated Managers Group AMG Stock Holding History

Jackson Park 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	$727K	Sell	5,000 -6,000	-55%	-$871K	1.35%	31
2016 Q3	$1.59M	Hold	11,000	–	–	2.07%	25
2016 Q2	$1.55M	Sell	11,000 -5,500	-33%	-$900K	2.12%	22
2016 Q1	$2.68M	Hold	16,500	–	–	3.46%	11
2015 Q4	$2.64M	Hold	16,500	–	–	2.72%	22
2015 Q3	$2.82M	Buy	+16,500	New	+$3.24M	2.45%	22

Other funds holding AMG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ACM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Jackson Park Capital's AMG Position: Q4 2016 in Review

Jackson Park Capital reduced its Affiliated Managers Group (AMG) stake by 55% in Q4 2016, selling an estimated $871K and leaving 5,000 shares worth $727K. The position accounts for 1.35% of the portfolio, ranked #31.

Jackson Park Capital first reported a position in AMG in Q3 2015 and has held it in 6 quarters since. The position peaked at $2.82M in Q3 2015. 520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

Jackson Park Capital held 5,000 shares of Affiliated Managers Group worth $727K as of Q4 2016.
Jackson Park Capital sold 6,000 Affiliated Managers Group shares in Q4 2016, an estimated $871K.
Affiliated Managers Group made up 1.35% of Jackson Park Capital's portfolio in Q4 2016, its #31 holding.
Jackson Park Capital first reported a position in Affiliated Managers Group in Q3 2015 and has held it in 6 quarters since.
Jackson Park Capital's Affiliated Managers Group position peaked at $2.82M in Q3 2015.
520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on Jackson Park Capital's 13F filing for Q4 2016, filed 1 Feb 2017.