Old Mutual Customised Solutions’s Affiliated Managers Group AMG Stock Holding History

Old Mutual Customised Solutions’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 Q2	$74K	Hold	500	–	–	0.01%	718
2018 Q1	$95K	Hold	500	–	–	0.01%	671
2017 Q4	$103K	Hold	500	–	–	0.01%	662
2017 Q3	$95K	Hold	500	–	–	0.01%	687
2017 Q2	$83K	Hold	500	–	–	0.01%	695
2017 Q1	$82K	Hold	500	–	–	0.01%	696
2016 Q4	$73K	Buy	+500	New	+$72.6K	0.01%	711
2014 Q4	–	Sell	-100	Closed	-$20K	–	726
2014 Q3	$20K	Sell	100 -200	-67%	-$40.8K	0.01%	671
2014 Q2	$62K	Hold	300	–	–	0.02%	671
2014 Q1	$60K	Hold	300	–	–	0.02%	673
2013 Q4	$65K	Hold	300	–	–	0.02%	664
2013 Q3	$55K	Hold	300	–	–	0.02%	672
2013 Q2	$49K	Buy	+300	New	+$47.5K	0.01%	715

Other funds holding AMG

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

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

EIG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACM

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

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

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

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

Old Mutual Customised Solutions's AMG Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Affiliated Managers Group (AMG) position steady in Q2 2018 at 500 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #718.

Old Mutual Customised Solutions first reported a position in AMG in Q2 2013 and has held it in 13 quarters since. The position peaked at $103K in Q4 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

Old Mutual Customised Solutions held 500 shares of Affiliated Managers Group worth $74K as of Q2 2018.
Old Mutual Customised Solutions left its Affiliated Managers Group share count unchanged in Q2 2018.
Affiliated Managers Group made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #718 holding.
Old Mutual Customised Solutions first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 13 quarters since.
Old Mutual Customised Solutions's Affiliated Managers Group position peaked at $103K in Q4 2017.
508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.