JIC
AMG icon

Joel Isaacson & Co’s Affiliated Managers Group AMG Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-16
Closed -$2K – 193
2016
Q4 		$2K Hold
16
– – ﹤0.01% 602
2016
Q3 		$2K Hold
16
– – ﹤0.01% 664
2016
Q2 		$2K Hold
16
– – ﹤0.01% 663
2016
Q1 		$3K Hold
16
– – ﹤0.01% 689
2015
Q4 		$3K Buy
+16
New +$2.75K ﹤0.01% 650
2015
Q3 		– Sell
-36
Closed -$8K – 725
2015
Q2 		$8K Buy
+36
New +$8.01K ﹤0.01% 605

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Joel Isaacson & Co's AMG Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 16 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in AMG in Q2 2015 and held it in 6 quarters. The position peaked at $8K in Q2 2015. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 16 Affiliated Managers Group shares in Q1 2017, an estimated $2K.
  • Joel Isaacson & Co first reported a position in Affiliated Managers Group in Q2 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's Affiliated Managers Group position peaked at $8K in Q2 2015.
  • 513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.