Optimum Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Optimum Investment Advisors’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 Q2	–	Sell	-27	Closed	-$3K	–	933
2019 Q1	$3K	Sell	27 -370	-93%	-$39.3K	﹤0.01%	926
2018 Q4	$39K	Hold	397	–	–	0.01%	503
2018 Q3	$54K	Sell	397 -150	-27%	-$22.2K	0.01%	515
2018 Q2	$81K	Hold	547	–	–	0.02%	436
2018 Q1	$104K	Buy	+547	New	+$107K	0.03%	397
2016 Q1	–	Sell	-2,058	Closed	-$329K	–	270
2015 Q4	$329K	Sell	2,058 -760	-27%	-$131K	0.13%	199
2015 Q3	$482K	Buy	+2,818	New	+$554K	0.19%	146
2015 Q1	$436K	Buy	2,028 +500	+33%	+$105K	0.14%	171
2014 Q4	$324K	Buy	1,528 +550	+56%	+$109K	0.1%	196
2014 Q3	$196K	Sell	978 -100	-9%	-$20.4K	0.07%	257
2014 Q2	$221K	Hold	1,078	–	–	0.07%	246
2014 Q1	$216K	Hold	1,078	–	–	0.08%	213
2013 Q4	$234K	Sell	1,078 -100	-8%	-$20K	0.09%	197
2013 Q3	$215K	Buy	+1,178	New	+$209K	0.09%	196

Other funds holding AMG

EIG

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

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

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

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

SAM

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

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

LAM

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Optimum Investment Advisors's AMG Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 27 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in AMG in Q3 2013 and held it in 14 quarters. The position peaked at $482K in Q3 2015. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

Optimum Investment Advisors reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
Optimum Investment Advisors sold 27 Affiliated Managers Group shares in Q2 2019, an estimated $3K.
Optimum Investment Advisors first reported a position in Affiliated Managers Group in Q3 2013 and held it in 14 quarters.
Optimum Investment Advisors's Affiliated Managers Group position peaked at $482K in Q3 2015.
389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.