MA
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Montag & Associates’s Artisan Partners APAM Stock Holding History

Montag & Associates’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,750
Closed -$583K – 279
2017
Q4 		$583K Sell
14,750
-597
-4% -$22.1K 0.06% 208
2017
Q3 		$500K Buy
+15,347
New +$477K 0.05% 192
2015
Q4 		– Sell
-7,075
Closed -$249K – 233
2015
Q3 		$249K Sell
7,075
-33,780
-83% -$1.46M 0.04% 215
2015
Q2 		$1.9M Buy
40,855
+18,403
+82% +$842K 0.28% 112
2015
Q1 		$1.02M Buy
+22,452
New +$1.06M 0.15% 149

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return