MinichMacGregor Wealth Management’s Affiliated Managers Group AMG Stock Holding History

MinichMacGregor Wealth 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
2018 Q4	–	Sell	-62	Closed	-$8K	–	111
2018 Q3	$8K	Sell	62 -3	-5%	-$443	0.01%	331
2018 Q2	$9K	Hold	65	–	–	0.01%	314
2018 Q1	$12K	Sell	65 -2	-3%	-$390	0.01%	277
2017 Q4	$13K	Sell	67 -1	-1%	-$194	0.01%	260
2017 Q3	$12K	Hold	68	–	–	0.01%	250
2017 Q2	$11K	Sell	68 -4	-6%	-$639	0.01%	252
2017 Q1	$11K	Sell	72 -2	-3%	-$316	0.01%	255
2016 Q4	$10K	Hold	74	–	–	0.01%	256
2016 Q3	$10K	Hold	74	–	–	0.01%	257
2016 Q2	$10K	Sell	74 -1	-1%	-$164	0.01%	251
2016 Q1	$12K	Buy	75 +24	+47%	+$3.35K	0.01%	218
2015 Q4	$11K	Buy	+51	New	+$8.77K	0.01%	217

Other funds holding AMG

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

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

LAM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MinichMacGregor Wealth Management's AMG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 62 shares — an estimated $8K sold.

MinichMacGregor Wealth Management first reported a position in AMG in Q4 2015 and held it in 12 quarters. The position peaked at $13K in Q4 2017. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 62 Affiliated Managers Group shares in Q4 2018, an estimated $8K.
MinichMacGregor Wealth Management first reported a position in Affiliated Managers Group in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Affiliated Managers Group position peaked at $13K in Q4 2017.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.