MAFM
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Mid Atlantic Financial Management’s Affiliated Managers Group AMG Stock Holding History

Mid Atlantic Financial 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
Q3 		– Sell
-2,645
Closed -$244K – 705
2019
Q2 		$244K Buy
2,645
+340
+15% +$33.4K 0.03% 580
2019
Q1 		$247K Sell
2,305
-189
-8% -$20.1K 0.03% 567
2018
Q4 		$243K Buy
+2,494
New +$282K 0.03% 530

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Mid Atlantic Financial Management's AMG Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 2,645 shares — an estimated $244K sold.

Mid Atlantic Financial Management first reported a position in AMG in Q4 2018 and held it in 3 quarters. The position peaked at $247K in Q1 2019. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,645 Affiliated Managers Group shares in Q3 2019, an estimated $244K.
  • Mid Atlantic Financial Management first reported a position in Affiliated Managers Group in Q4 2018 and held it in 3 quarters.
  • Mid Atlantic Financial Management's Affiliated Managers Group position peaked at $247K in Q1 2019.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.