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MSI Financial Services’s Affiliated Managers Group AMG Stock Holding History

MSI Financial Services’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
Q4 		$23K Buy
157
+50
+47% +$7.26K ﹤0.01% 2306
2016
Q3 		$15K Sell
107
-33
-24% -$4.72K ﹤0.01% 2545
2016
Q2 		$20K Sell
140
-17
-11% -$2.78K ﹤0.01% 2335
2016
Q1 		$25K Buy
157
+33
+27% +$4.6K ﹤0.01% 2175
2015
Q4 		$20K Sell
124
-1
-0.8% -$172 ﹤0.01% 2298
2015
Q3 		$21K Sell
125
-18
-13% -$3.54K ﹤0.01% 1671
2015
Q2 		$31K Sell
143
-13
-8% -$2.89K ﹤0.01% 1561
2015
Q1 		$33K Buy
156
+9
+6% +$1.9K ﹤0.01% 1534
2014
Q4 		$31K Sell
147
-11
-7% -$2.19K ﹤0.01% 1299
2014
Q3 		$32K Sell
158
-6
-4% -$1.22K ﹤0.01% 1279
2014
Q2 		$34K Buy
164
+20
+14% +$3.87K ﹤0.01% 1267
2014
Q1 		$29K Buy
144
+28
+24% +$5.5K ﹤0.01% 1280
2013
Q4 		$25K Buy
116
+17
+17% +$3.39K ﹤0.01% 1286
2013
Q3 		$18K Sell
99
-48
-33% -$8.52K ﹤0.01% 1239
2013
Q2 		$24K Buy
+147
New +$23.3K ﹤0.01% 1164

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's AMG Position: Q4 2016 in Review

MSI Financial Services increased its Affiliated Managers Group (AMG) stake by 47% in Q4 2016, buying an estimated $7.26K and bringing the position to 157 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

MSI Financial Services first reported a position in AMG in Q2 2013 and has held it in 15 quarters since. The position peaked at $34K in Q2 2014. 521 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

  • MSI Financial Services held 157 shares of Affiliated Managers Group worth $23K as of Q4 2016.
  • MSI Financial Services bought 50 Affiliated Managers Group shares in Q4 2016, an estimated $7.26K.
  • Affiliated Managers Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2306 holding.
  • MSI Financial Services first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Affiliated Managers Group position peaked at $34K in Q2 2014.
  • 521 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.