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Nelson Capital Management’s Affiliated Managers Group AMG Stock Holding History

Nelson Capital Management’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
2014
Q2 		– Sell
-100
Closed -$20K – 299
2014
Q1 		$20K Hold
100
– – 0.01% 162
2013
Q4 		$22K Hold
100
– – 0.01% 141
2013
Q3 		$18K Hold
100
– – 0.01% 145
2013
Q2 		$16K Buy
+100
New +$15.8K 0.01% 150

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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nelson Capital Management's AMG Position: Q2 2014 in Review

Nelson Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2014, closing a stake of 100 shares — an estimated $20K sold.

Nelson Capital Management first reported a position in AMG in Q2 2013 and held it in 4 quarters. The position peaked at $22K in Q4 2013. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

  • Nelson Capital Management reported no remaining Affiliated Managers Group position as of Q2 2014 after selling out during the quarter.
  • Nelson Capital Management sold 100 Affiliated Managers Group shares in Q2 2014, an estimated $20K.
  • Nelson Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 4 quarters.
  • Nelson Capital Management's Affiliated Managers Group position peaked at $22K in Q4 2013.
  • 462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Nelson Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.