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Legacy Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Legacy Financial 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
Q2 		– Sell
-33
Closed -$4K – 160
2019
Q1 		$4K Sell
33
-33
-50% -$3.51K ﹤0.01% 797
2018
Q4 		$6K Buy
66
+11
+20% +$1.24K ﹤0.01% 685
2018
Q3 		$7K Hold
55
– – ﹤0.01% 606
2018
Q2 		$8K Hold
55
– – ﹤0.01% 583
2018
Q1 		$9K Sell
55
-11
-17% -$2.14K ﹤0.01% 492
2017
Q4 		$13K Buy
+66
New +$12.8K 0.01% 428

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Legacy Financial Advisors's AMG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 33 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in AMG in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 33 Affiliated Managers Group shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Affiliated Managers Group in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Affiliated Managers Group position peaked at $13K in Q4 2017.
  • 389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.