Lenox Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Lenox Wealth 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
2018 Q4	–	Sell	-12	Closed	-$2K	–	366
2018 Q3	$2K	Sell	12 -50	-81%	-$7.38K	﹤0.01%	358
2018 Q2	$9K	Buy	62 +50	+417%	+$8.24K	﹤0.01%	375
2018 Q1	$2K	Hold	12	–	–	﹤0.01%	456
2017 Q4	$2K	Buy	+12	New	+$2.33K	﹤0.01%	328
2016 Q1	–	Sell	-10	Closed	-$2K	–	256
2015 Q4	$2K	Hold	10	–	–	﹤0.01%	308
2015 Q3	$2K	Hold	10	–	–	﹤0.01%	333
2015 Q2	$2K	Hold	10	–	–	﹤0.01%	260
2015 Q1	$2K	Hold	10	–	–	﹤0.01%	297
2014 Q4	$2K	Buy	+10	New	+$1.99K	﹤0.01%	301

Other funds holding AMG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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) 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 New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Advisors's AMG Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 12 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in AMG in Q4 2014 and held it in 9 quarters. The position peaked at $9K in Q2 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Lenox Wealth Advisors reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 12 Affiliated Managers Group shares in Q4 2018, an estimated $2K.
Lenox Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2014 and held it in 9 quarters.
Lenox Wealth Advisors's Affiliated Managers Group position peaked at $9K in Q2 2018.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.