Laird Norton Wetherby Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Laird Norton Wetherby Wealth 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
2018 Q2	–	Sell	-1,151	Closed	-$218K	–	642
2018 Q1	$218K	Buy	1,151 +4	+0.3%	+$779	0.03%	584
2017 Q4	$235K	Sell	1,147 -6	-0.5%	-$1.16K	0.03%	540
2017 Q3	$219K	Buy	+1,153	New	+$205K	0.03%	536
2017 Q2	–	Sell	-2,319	Closed	-$380K	–	566
2017 Q1	$380K	Buy	2,319 +16	+0.7%	+$2.53K	0.07%	355
2016 Q4	$335K	Buy	2,303 +2	+0.1%	+$290	0.07%	380
2016 Q3	$333K	Buy	+2,301	New	+$329K	0.07%	352
2016 Q2	–	Sell	-1,366	Closed	-$222K	–	510
2016 Q1	$222K	Buy	+1,366	New	+$191K	0.05%	407

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

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

LAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's AMG Position: Q2 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 1,151 shares — an estimated $218K sold.

Laird Norton Wetherby Wealth Management first reported a position in AMG in Q1 2016 and held it in 7 quarters. The position peaked at $380K in Q1 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

Laird Norton Wetherby Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,151 Affiliated Managers Group shares in Q2 2018, an estimated $218K.
Laird Norton Wetherby Wealth Management first reported a position in Affiliated Managers Group in Q1 2016 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Affiliated Managers Group position peaked at $380K in Q1 2017.
508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2018, filed 24 Jul 2018.