New Jersey Better Educational Savings Trust’s Affiliated Managers Group AMG Stock Holding History

New Jersey Better Educational Savings Trust’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
2019 Q1	–	Sell	-2,400	Closed	-$234K	–	170
2018 Q4	$234K	Hold	2,400	–	–	0.3%	139
2018 Q3	$328K	Buy	2,400 +400	+20%	+$59.1K	0.34%	121
2018 Q2	$297K	Hold	2,000	–	–	0.32%	117
2018 Q1	$379K	Buy	+2,000	New	+$390K	0.42%	90

Other funds holding AMG

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

New Jersey Better Educational Savings Trust's AMG Position: Q1 2019 in Review

New Jersey Better Educational Savings Trust sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 2,400 shares — an estimated $234K sold.

New Jersey Better Educational Savings Trust first reported a position in AMG in Q1 2018 and held it in 4 quarters. The position peaked at $379K in Q1 2018. 430 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

New Jersey Better Educational Savings Trust reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 2,400 Affiliated Managers Group shares in Q1 2019, an estimated $234K.
New Jersey Better Educational Savings Trust first reported a position in Affiliated Managers Group in Q1 2018 and held it in 4 quarters.
New Jersey Better Educational Savings Trust's Affiliated Managers Group position peaked at $379K in Q1 2018.
430 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q1 2019, filed 1 May 2019.