National Investment Services’s Affiliated Managers Group AMG Stock Holding History

National Investment 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
2017 Q2	–	Sell	-13,805	Closed	-$2.26M	–	60
2017 Q1	$2.26M	Buy	13,805 +1,667	+14%	+$264K	2.26%	20
2016 Q4	$1.76M	Sell	12,138 -2,460	-17%	-$357K	1.95%	30
2016 Q3	$2.11M	Sell	14,598 -206	-1%	-$29.5K	2.39%	22
2016 Q2	$2.08M	Buy	14,804 +329	+2%	+$53.9K	2.38%	22
2016 Q1	$2.35M	Buy	14,475 +899	+7%	+$125K	2.72%	18
2015 Q4	$2.17M	Sell	13,576 -1,016	-7%	-$175K	2.46%	22
2015 Q3	$2.5M	Buy	+14,592	New	+$2.87M	2.95%	14

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Investment Services's AMG Position: Q2 2017 in Review

National Investment Services sold out of Affiliated Managers Group (AMG) in Q2 2017, closing a stake of 13,805 shares — an estimated $2.26M sold.

National Investment Services first reported a position in AMG in Q3 2015 and held it in 7 quarters. The position peaked at $2.5M in Q3 2015. 481 funds tracked by Wall St. Rank hold AMG as of Q2 2017.

National Investment Services reported no remaining Affiliated Managers Group position as of Q2 2017 after selling out during the quarter.
National Investment Services sold 13,805 Affiliated Managers Group shares in Q2 2017, an estimated $2.26M.
National Investment Services first reported a position in Affiliated Managers Group in Q3 2015 and held it in 7 quarters.
National Investment Services's Affiliated Managers Group position peaked at $2.5M in Q3 2015.
481 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2017.

Based on National Investment Services's 13F filing for Q2 2017, filed 7 Aug 2017.