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Legacy Advisors’s Affiliated Managers Group AMG Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-225
Closed -$21K – 125
2019
Q2 		$21K Hold
225
– – 0.01% 253
2019
Q1 		$24K Buy
+225
New +$23.9K 0.01% 261
2018
Q4 		– Sell
-263
Closed -$36K – 127
2018
Q3 		$36K Hold
263
– – 0.02% 257
2018
Q2 		$39K Buy
263
+38
+17% +$6.26K 0.03% 205
2018
Q1 		$38K Buy
+225
New +$43.8K 0.03% 177

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Legacy Advisors's AMG Position: Q3 2019 in Review

Legacy Advisors sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 225 shares — an estimated $21K sold.

Legacy Advisors first reported a position in AMG in Q1 2018 and held it in 5 quarters. The position peaked at $39K in Q2 2018. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Legacy Advisors reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 225 Affiliated Managers Group shares in Q3 2019, an estimated $21K.
  • Legacy Advisors first reported a position in Affiliated Managers Group in Q1 2018 and held it in 5 quarters.
  • Legacy Advisors's Affiliated Managers Group position peaked at $39K in Q2 2018.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.