Kings Point Capital Management’s Affiliated Managers Group AMG Stock Holding History

Kings Point Capital Management’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
2015 Q2	–	Sell	-73	Closed	-$16K	–	356
2015 Q1	$16K	Hold	73	–	–	﹤0.01%	317
2014 Q4	$15K	Hold	73	–	–	﹤0.01%	308
2014 Q3	$15K	Hold	73	–	–	﹤0.01%	278
2014 Q2	$15K	Buy	+73	New	+$14.1K	﹤0.01%	282

Other funds holding AMG

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kings Point Capital Management's AMG Position: Q2 2015 in Review

Kings Point Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2015, closing a stake of 73 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in AMG in Q2 2014 and held it in 4 quarters. The position peaked at $16K in Q1 2015. 492 funds tracked by Wall St. Rank hold AMG as of Q2 2015.

Kings Point Capital Management reported no remaining Affiliated Managers Group position as of Q2 2015 after selling out during the quarter.
Kings Point Capital Management sold 73 Affiliated Managers Group shares in Q2 2015, an estimated $16K.
Kings Point Capital Management first reported a position in Affiliated Managers Group in Q2 2014 and held it in 4 quarters.
Kings Point Capital Management's Affiliated Managers Group position peaked at $16K in Q1 2015.
492 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2015.

Based on Kings Point Capital Management's 13F filing for Q2 2015, filed 6 Aug 2015.