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MYCIO Wealth Partners’s Affiliated Managers Group AMG Stock Holding History

MYCIO Wealth Partners’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
-880
Closed -$124K – 842
2016
Q2 		$124K Buy
880
+285
+48% +$46.6K 0.02% 232
2016
Q1 		$97K Buy
+595
New +$83K 0.02% 242
2015
Q4 		– Sell
-5
Closed -$1K – 722
2015
Q3 		$1K Buy
+5
New +$983 ﹤0.01% 789
2014
Q1 		– Sell
-368
Closed -$80K – 624
2013
Q4 		$80K Buy
+368
New +$73.4K 0.02% 201

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

MYCIO Wealth Partners's AMG Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Affiliated Managers Group (AMG) in Q3 2016, closing a stake of 880 shares — an estimated $124K sold.

MYCIO Wealth Partners first reported a position in AMG in Q4 2013 and held it in 4 quarters. The position peaked at $124K in Q2 2016. 493 funds tracked by Wall St. Rank hold AMG as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Affiliated Managers Group position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 880 Affiliated Managers Group shares in Q3 2016, an estimated $124K.
  • MYCIO Wealth Partners first reported a position in Affiliated Managers Group in Q4 2013 and held it in 4 quarters.
  • MYCIO Wealth Partners's Affiliated Managers Group position peaked at $124K in Q2 2016.
  • 493 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.