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Marietta Investment Partners’s Affiliated Managers Group AMG Stock Holding History

Marietta Investment Partners’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
2014
Q4 		– Sell
-1,191
Closed -$239K – 118
2014
Q3 		$239K Sell
1,191
-138
-10% -$28.2K 0.11% 97
2014
Q2 		$273K Sell
1,329
-1,023
-43% -$198K 0.11% 98
2014
Q1 		$471K Sell
2,352
-1,193
-34% -$234K 0.18% 87
2013
Q4 		$769K Buy
3,545
+1,405
+66% +$280K 0.28% 72
2013
Q3 		$391K Buy
+2,140
New +$380K 0.16% 97

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Marietta Investment Partners's AMG Position: Q4 2014 in Review

Marietta Investment Partners sold out of Affiliated Managers Group (AMG) in Q4 2014, closing a stake of 1,191 shares — an estimated $239K sold.

Marietta Investment Partners first reported a position in AMG in Q3 2013 and held it in 5 quarters. The position peaked at $769K in Q4 2013. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Marietta Investment Partners reported no remaining Affiliated Managers Group position as of Q4 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 1,191 Affiliated Managers Group shares in Q4 2014, an estimated $239K.
  • Marietta Investment Partners first reported a position in Affiliated Managers Group in Q3 2013 and held it in 5 quarters.
  • Marietta Investment Partners's Affiliated Managers Group position peaked at $769K in Q4 2013.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Marietta Investment Partners's 13F filing for Q4 2014, filed 17 Feb 2015.