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MU Investments Company’s Affiliated Managers Group AMG Stock Holding History

MU Investments Company’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
2018
Q1 		– Sell
-160
Closed -$33K – 34
2017
Q4 		$33K Sell
160
-60
-27% -$11.6K 0.02% 68
2017
Q3 		$42K Sell
220
-50
-19% -$8.89K 0.03% 72
2017
Q2 		$45K Sell
270
-60
-18% -$9.58K 0.03% 93
2017
Q1 		$54K Sell
330
-70
-18% -$11.1K 0.04% 109
2016
Q4 		$58K Sell
400
-200
-33% -$29K 0.04% 112
2016
Q3 		$84K Sell
600
-190
-24% -$27.2K 0.06% 101
2016
Q2 		$111K Sell
790
-650
-45% -$106K 0.08% 156
2016
Q1 		$235K Buy
1,440
+50
+4% +$6.97K 0.15% 119
2015
Q4 		$227K Sell
1,390
-210
-13% -$36.1K 0.13% 134
2015
Q3 		$267K Sell
1,600
-100
-6% -$19.7K 0.14% 134
2015
Q2 		$373K Sell
1,700
-50
-3% -$11.1K 0.18% 100
2015
Q1 		$379K Sell
1,750
-200
-10% -$42.2K 0.18% 107
2014
Q4 		$417K Buy
+1,950
New +$387K 0.18% 100

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

MU Investments Company's AMG Position: Q1 2018 in Review

MU Investments Company sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 160 shares — an estimated $33K sold.

MU Investments Company first reported a position in AMG in Q4 2014 and held it in 13 quarters. The position peaked at $417K in Q4 2014. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • MU Investments Company reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 160 Affiliated Managers Group shares in Q1 2018, an estimated $33K.
  • MU Investments Company first reported a position in Affiliated Managers Group in Q4 2014 and held it in 13 quarters.
  • MU Investments Company's Affiliated Managers Group position peaked at $417K in Q4 2014.
  • 528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.