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Meritage Group’s Affiliated Managers Group AMG Stock Holding History

Meritage Group’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
2017
Q1 		– Sell
-24,955
Closed -$3.63M – 25
2016
Q4 		$3.63M Sell
24,955
-75,045
-75% -$10.9M 0.1% 27
2016
Q3 		$14.5M Buy
+100,000
New +$14.3M 0.38% 23

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Meritage Group's AMG Position: Q1 2017 in Review

Meritage Group sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 24,955 shares — an estimated $3.63M sold.

Meritage Group first reported a position in AMG in Q3 2016 and held it in 2 quarters. The position peaked at $14.5M in Q3 2016. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

  • Meritage Group reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
  • Meritage Group sold 24,955 Affiliated Managers Group shares in Q1 2017, an estimated $3.63M.
  • Meritage Group first reported a position in Affiliated Managers Group in Q3 2016 and held it in 2 quarters.
  • Meritage Group's Affiliated Managers Group position peaked at $14.5M in Q3 2016.
  • 513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

Based on Meritage Group's 13F filing for Q1 2017, filed 12 May 2017.