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Kalmar Investments’s Affiliated Managers Group AMG Stock Holding History

Kalmar Investments’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
-139,670
Closed -$20.3M – 85
2016
Q4 		$20.3M Sell
139,670
-21,735
-13% -$3.16M 1.04% 39
2016
Q3 		$23.4M Buy
161,405
+41,470
+35% +$5.94M 1.07% 33
2016
Q2 		$16.9M Sell
119,935
-9,985
-8% -$1.63M 0.75% 55
2016
Q1 		$21.1M Sell
129,920
-131,255
-50% -$18.3M 0.87% 46
2015
Q4 		$41.7M Sell
261,175
-11,420
-4% -$1.96M 1.02% 35
2015
Q3 		$46.6M Sell
272,595
-3,070
-1% -$604K 1.1% 33
2015
Q2 		$60.3M Sell
275,665
-945
-0.3% -$210K 1.14% 27
2015
Q1 		$59.4M Sell
276,610
-20,960
-7% -$4.42M 1.1% 26
2014
Q4 		$63.2M Sell
297,570
-145
-0% -$28.8K 1.17% 22
2014
Q3 		$59.6M Hold
297,715
– – 1.13% 24
2014
Q2 		$61.2M Buy
297,715
+4,405
+2% +$852K 1.05% 29
2014
Q1 		$58.7M Sell
293,310
-125
-0% -$24.6K 0.99% 34
2013
Q4 		$63.6M Buy
293,435
+3,345
+1% +$667K 1.06% 29
2013
Q3 		$53M Sell
290,090
-53,395
-16% -$9.48M 0.94% 35
2013
Q2 		$56.3M Buy
+343,485
New +$54.3M 1.11% 28

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Kalmar Investments's AMG Position: Q1 2017 in Review

Kalmar Investments sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 139,670 shares — an estimated $20.3M sold.

Kalmar Investments first reported a position in AMG in Q2 2013 and held it in 15 quarters. The position peaked at $63.6M in Q4 2013. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

  • Kalmar Investments reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
  • Kalmar Investments sold 139,670 Affiliated Managers Group shares in Q1 2017, an estimated $20.3M.
  • Kalmar Investments first reported a position in Affiliated Managers Group in Q2 2013 and held it in 15 quarters.
  • Kalmar Investments's Affiliated Managers Group position peaked at $63.6M in Q4 2013.
  • 513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.