KWMG LLC’s Affiliated Managers Group AMG Stock Holding History

KWMG LLC’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
2018 Q3	–	Sell	-18	Closed	-$3K	–	451
2018 Q2	$3K	Buy	+18	New	+$2.97K	﹤0.01%	406

Other funds holding AMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KWMG LLC's AMG Position: Q3 2018 in Review

KWMG LLC sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 18 shares — an estimated $3K sold.

KWMG LLC first reported a position in AMG in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

KWMG LLC reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
KWMG LLC sold 18 Affiliated Managers Group shares in Q3 2018, an estimated $3K.
KWMG LLC first reported a position in Affiliated Managers Group in Q2 2018 and held it in 1 quarter.
KWMG LLC's Affiliated Managers Group position peaked at $3K in Q2 2018.
491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on KWMG LLC's 13F filing for Q3 2018, filed 14 Nov 2018.