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Montage Investments’s Affiliated Managers Group AMG Stock Holding History

Montage Investments’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
2016
Q3 		$1.17M Sell
8,094
-218
-3% -$31.2K 0.64% 49
2016
Q2 		$1.17M Sell
8,312
-643
-7% -$105K 0.82% 42
2016
Q1 		$1.45M Sell
8,955
-355
-4% -$49.5K 1.04% 20
2015
Q4 		$1.49M Buy
+9,310
New +$1.6M 2.92% 3

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Montage Investments's AMG Position: Q3 2016 in Review

Montage Investments reduced its Affiliated Managers Group (AMG) stake by 2.6% in Q3 2016, selling an estimated $31.2K and leaving 8,094 shares worth $1.17M. The position accounts for 0.64% of the portfolio, ranked #49.

Montage Investments first reported a position in AMG in Q4 2015 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2015. 493 funds tracked by Wall St. Rank hold AMG as of Q3 2016.

  • Montage Investments held 8,094 shares of Affiliated Managers Group worth $1.17M as of Q3 2016.
  • Montage Investments sold 218 Affiliated Managers Group shares in Q3 2016, an estimated $31.2K.
  • Affiliated Managers Group made up 0.64% of Montage Investments's portfolio in Q3 2016, its #49 holding.
  • Montage Investments first reported a position in Affiliated Managers Group in Q4 2015 and has held it in 4 quarters since.
  • Montage Investments's Affiliated Managers Group position peaked at $1.49M in Q4 2015.
  • 493 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.