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Lee Financial’s Affiliated Managers Group AMG Stock Holding History

Lee Financial’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
-42
Closed -$6K – 471
2018
Q2 		$6K Sell
42
-19
-31% -$3.13K ﹤0.01% 581
2018
Q1 		$12K Buy
61
+21
+53% +$4.09K ﹤0.01% 430
2017
Q4 		$8K Buy
40
+17
+74% +$3.29K ﹤0.01% 365
2017
Q3 		$4K Hold
23
– – ﹤0.01% 417
2017
Q2 		$4K Buy
+23
New +$3.67K ﹤0.01% 409

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's AMG Position: Q3 2018 in Review

Lee Financial sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 42 shares — an estimated $6K sold.

Lee Financial first reported a position in AMG in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2018. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • Lee Financial reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 42 Affiliated Managers Group shares in Q3 2018, an estimated $6K.
  • Lee Financial first reported a position in Affiliated Managers Group in Q2 2017 and held it in 5 quarters.
  • Lee Financial's Affiliated Managers Group position peaked at $12K in Q1 2018.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.