MCM
AMG icon

Montibus Capital Management’s Affiliated Managers Group AMG Stock Holding History

Montibus Capital 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
2013
Q3 		$326K Sell
1,783
-43
-2% -$7.64K 0.04% 102
2013
Q2 		$299K Buy
+1,826
New +$289K 0.04% 96

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Montibus Capital Management's AMG Position: Q3 2013 in Review

Montibus Capital Management reduced its Affiliated Managers Group (AMG) stake by 2.4% in Q3 2013, selling an estimated $7.64K and leaving 1,783 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #102.

Montibus Capital Management first reported a position in AMG in Q2 2013 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold AMG as of Q3 2013.

  • Montibus Capital Management held 1,783 shares of Affiliated Managers Group worth $326K as of Q3 2013.
  • Montibus Capital Management sold 43 Affiliated Managers Group shares in Q3 2013, an estimated $7.64K.
  • Affiliated Managers Group made up 0.04% of Montibus Capital Management's portfolio in Q3 2013, its #102 holding.
  • Montibus Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.