LGWM
AMG icon

Litman Gregory Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Litman Gregory Wealth 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
2019
Q4 		– Sell
-8
Closed -$1K – 210
2019
Q3 		$1K Sell
8
-9
-53% -$752 ﹤0.01% 195
2019
Q2 		$2K Buy
+17
New +$1.67K ﹤0.01% 211

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Litman Gregory Wealth Management's AMG Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 8 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in AMG in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 8 Affiliated Managers Group shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Affiliated Managers Group in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Affiliated Managers Group position peaked at $2K in Q2 2019.
  • 346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.