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Kanaly Trust’s Affiliated Managers Group AMG Stock Holding History

Kanaly Trust’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 		$4K Hold
26
– – ﹤0.01% 688
2016
Q3 		$4K Hold
26
– – ﹤0.01% 667
2016
Q2 		$4K Hold
26
– – ﹤0.01% 666
2016
Q1 		$4K Buy
+26
New +$3.63K ﹤0.01% 675

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's AMG Position: Q4 2016 in Review

Kanaly Trust held its Affiliated Managers Group (AMG) position steady in Q4 2016 at 26 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Kanaly Trust first reported a position in AMG in Q1 2016 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

  • Kanaly Trust held 26 shares of Affiliated Managers Group worth $4K as of Q4 2016.
  • Kanaly Trust left its Affiliated Managers Group share count unchanged in Q4 2016.
  • Affiliated Managers Group made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #688 holding.
  • Kanaly Trust first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.