Loring Wolcott & Coolidge Fiduciary Advisors’s Affiliated Managers Group AMG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q2	–	Sell	-300	Closed	-$18K	–	588
2020 Q1	$18K	Buy	+300	New	+$22.5K	﹤0.01%	475
2019 Q1	–	Sell	-9	Closed	–	–	700
2018 Q4	$0	Hold	9	–	–	﹤0.01%	692
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	625
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	637
2018 Q1	$2K	Hold	9	–	–	﹤0.01%	653
2017 Q4	$2K	Hold	9	–	–	﹤0.01%	639
2017 Q3	$2K	Buy	+9	New	+$1.6K	﹤0.01%	631

Other funds holding AMG

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

ACM

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

Loring Wolcott & Coolidge Fiduciary Advisors's AMG Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 300 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMG in Q3 2017 and held it in 7 quarters. The position peaked at $18K in Q1 2020. 292 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 300 Affiliated Managers Group shares in Q2 2020, an estimated $18K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Affiliated Managers Group in Q3 2017 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Affiliated Managers Group position peaked at $18K in Q1 2020.
292 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.