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Morris Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Morris Capital Advisors’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 		– Sell
-22,528
Closed -$3.17M – 72
2016
Q2 		$3.17M Buy
22,528
+2,838
+14% +$465K 1.88% 28
2016
Q1 		$3.2M Buy
19,690
+461
+2% +$64.3K 2.17% 26
2015
Q4 		$3.07M Buy
+19,229
New +$3.31M 2.14% 27

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

Morris Capital Advisors's AMG Position: Q3 2016 in Review

Morris Capital Advisors sold out of Affiliated Managers Group (AMG) in Q3 2016, closing a stake of 22,528 shares — an estimated $3.17M sold.

Morris Capital Advisors first reported a position in AMG in Q4 2015 and held it in 3 quarters. The position peaked at $3.2M in Q1 2016. 493 funds tracked by Wall St. Rank hold AMG as of Q3 2016.

  • Morris Capital Advisors reported no remaining Affiliated Managers Group position as of Q3 2016 after selling out during the quarter.
  • Morris Capital Advisors sold 22,528 Affiliated Managers Group shares in Q3 2016, an estimated $3.17M.
  • Morris Capital Advisors first reported a position in Affiliated Managers Group in Q4 2015 and held it in 3 quarters.
  • Morris Capital Advisors's Affiliated Managers Group position peaked at $3.2M in Q1 2016.
  • 493 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2016.

Based on Morris Capital Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.