LCM
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Lee Capital Management’s Affiliated Managers Group AMG Stock Holding History

Lee 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
2018
Q1 		$569K Hold
3,000
– – 0.43% 71
2017
Q4 		$616K Hold
3,000
– – 0.52% 63
2017
Q3 		$569K Hold
3,000
– – 0.46% 69
2017
Q2 		$498K Hold
3,000
– – 0.44% 76
2017
Q1 		$492K Buy
+3,000
New +$475K 0.44% 72

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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

Lee Capital Management's AMG Position: Q1 2018 in Review

Lee Capital Management held its Affiliated Managers Group (AMG) position steady in Q1 2018 at 3,000 shares worth $569K. The position accounts for 0.43% of the portfolio, ranked #71.

Lee Capital Management first reported a position in AMG in Q1 2017 and has held it in 5 quarters since. The position peaked at $616K in Q4 2017. 529 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • Lee Capital Management held 3,000 shares of Affiliated Managers Group worth $569K as of Q1 2018.
  • Lee Capital Management left its Affiliated Managers Group share count unchanged in Q1 2018.
  • Affiliated Managers Group made up 0.43% of Lee Capital Management's portfolio in Q1 2018, its #71 holding.
  • Lee Capital Management first reported a position in Affiliated Managers Group in Q1 2017 and has held it in 5 quarters since.
  • Lee Capital Management's Affiliated Managers Group position peaked at $616K in Q4 2017.
  • 529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.