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Lee Capital Holdings’s Affiliated Managers Group AMG Stock Holding History

Lee Capital Holdings’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
Q4 		– Sell
-3,000
Closed -$410K – 40
2018
Q3 		$410K Hold
3,000
– – 0.29% 74
2018
Q2 		$446K Buy
+3,000
New +$494K 0.32% 68

Other funds holding AMG

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee Capital Holdings's AMG Position: Q4 2018 in Review

Lee Capital Holdings sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 3,000 shares — an estimated $410K sold.

Lee Capital Holdings first reported a position in AMG in Q2 2018 and held it in 2 quarters. The position peaked at $446K in Q2 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Lee Capital Holdings reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • Lee Capital Holdings sold 3,000 Affiliated Managers Group shares in Q4 2018, an estimated $410K.
  • Lee Capital Holdings first reported a position in Affiliated Managers Group in Q2 2018 and held it in 2 quarters.
  • Lee Capital Holdings's Affiliated Managers Group position peaked at $446K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Lee Capital Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.