Lodestar Investment Counsel’s Affiliated Managers Group AMG Stock Holding History

Lodestar Investment Counsel’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 Q1	–	Sell	-2,280	Closed	-$468K	–	172
2017 Q4	$468K	Hold	2,280	–	–	0.05%	134
2017 Q3	$433K	Hold	2,280	–	–	0.05%	131
2017 Q2	$378K	Sell	2,280 -805	-26%	-$129K	0.05%	133
2017 Q1	$506K	Buy	3,085 +700	+29%	+$111K	0.07%	116
2016 Q4	$347K	Sell	2,385 -50	-2%	-$7.26K	0.05%	133
2016 Q3	$352K	Sell	2,435 -17	-0.7%	-$2.43K	0.05%	132
2016 Q2	$345K	Buy	2,452 +430	+21%	+$70.4K	0.05%	132
2016 Q1	$328K	Buy	+2,022	New	+$282K	0.05%	137

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lodestar Investment Counsel's AMG Position: Q1 2018 in Review

Lodestar Investment Counsel sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 2,280 shares — an estimated $468K sold.

Lodestar Investment Counsel first reported a position in AMG in Q1 2016 and held it in 8 quarters. The position peaked at $506K in Q1 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Lodestar Investment Counsel reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Lodestar Investment Counsel sold 2,280 Affiliated Managers Group shares in Q1 2018, an estimated $468K.
Lodestar Investment Counsel first reported a position in Affiliated Managers Group in Q1 2016 and held it in 8 quarters.
Lodestar Investment Counsel's Affiliated Managers Group position peaked at $506K in Q1 2017.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Lodestar Investment Counsel's 13F filing for Q1 2018, filed 16 Apr 2018.