Ledyard National Bank’s Affiliated Managers Group AMG Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-112	Closed	-$11K	–	283
2018 Q4	$11K	Hold	112	–	–	﹤0.01%	591
2018 Q3	$15K	Sell	112 -20	-15%	-$2.95K	﹤0.01%	563
2018 Q2	$20K	Buy	132 +20	+18%	+$3.3K	﹤0.01%	528
2018 Q1	$21K	Sell	112 -142	-56%	-$27.7K	﹤0.01%	546
2017 Q4	$52K	Sell	254 -108	-30%	-$20.9K	0.01%	450
2017 Q3	$69K	Hold	362	–	–	0.01%	396
2017 Q2	$60K	Hold	362	–	–	0.01%	387
2017 Q1	$59K	Buy	362 +250	+223%	+$39.6K	0.01%	397
2016 Q4	$16K	Hold	112	–	–	﹤0.01%	433
2016 Q3	$16K	Hold	112	–	–	﹤0.01%	431
2016 Q2	$16K	Hold	112	–	–	﹤0.01%	415
2016 Q1	$18K	Hold	112	–	–	﹤0.01%	451
2015 Q4	$18K	Hold	112	–	–	﹤0.01%	439
2015 Q3	$19K	Hold	112	–	–	﹤0.01%	415
2015 Q2	$24K	Hold	112	–	–	﹤0.01%	393
2015 Q1	$24K	Hold	112	–	–	﹤0.01%	375
2014 Q4	$24K	Hold	112	–	–	﹤0.01%	387
2014 Q3	$22K	Hold	112	–	–	﹤0.01%	357
2014 Q2	$23K	Hold	112	–	–	﹤0.01%	355
2014 Q1	$22K	Hold	112	–	–	﹤0.01%	346
2013 Q4	$24K	Buy	+112	New	+$22.3K	﹤0.01%	344

Other funds holding AMG

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

EIG

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

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

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

SAM

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

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

ACM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ledyard National Bank's AMG Position: Q1 2019 in Review

Ledyard National Bank sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 112 shares — an estimated $11K sold.

Ledyard National Bank first reported a position in AMG in Q4 2013 and held it in 21 quarters. The position peaked at $69K in Q3 2017. 430 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

Ledyard National Bank reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 112 Affiliated Managers Group shares in Q1 2019, an estimated $11K.
Ledyard National Bank first reported a position in Affiliated Managers Group in Q4 2013 and held it in 21 quarters.
Ledyard National Bank's Affiliated Managers Group position peaked at $69K in Q3 2017.
430 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.