KSA
Ken Stern & Associates’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,280
| Closed | -$204K | – | 79 |
|
|
2015
Q4 | $204K | Sell |
1,280
-1,428
| -53% | -$228K | 0.14% | 75 |
|
|
2015
Q3 | $463K | Sell |
2,708
-490
| -15% | -$83.8K | 0.36% | 36 |
|
|
2015
Q2 | $699K | Sell |
3,198
-173
| -5% | -$37.8K | 0.51% | 30 |
|
|
2015
Q1 | $724K | Sell |
3,371
-308
| -8% | -$66.2K | 0.54% | 34 |
|
|
2014
Q4 | $781K | Buy |
+3,679
| New | +$781K | 0.61% | 43 |
|