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Osborne Partners Capital Management’s Affiliated Managers Group AMG Stock Holding History

Osborne Partners 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
2019
Q1 		– Sell
-4,145
Closed -$404K – 164
2018
Q4 		$404K Hold
4,145
– – 0.06% 151
2018
Q3 		$567K Hold
4,145
– – 0.07% 134
2018
Q2 		$616K Hold
4,145
– – 0.08% 128
2018
Q1 		$786K Hold
4,145
– – 0.11% 120
2017
Q4 		$851K Sell
4,145
-30
-0.7% -$5.81K 0.11% 120
2017
Q3 		$793K Sell
4,175
-21
-0.5% -$3.74K 0.11% 122
2017
Q2 		$696K Buy
4,196
+21
+0.5% +$3.35K 0.1% 120
2017
Q1 		$684K Hold
4,175
– – 0.1% 124
2016
Q4 		$607K Sell
4,175
-100
-2% -$14.5K 0.09% 127
2016
Q3 		$619K Sell
4,275
-30
-0.7% -$4.29K 0.09% 123
2016
Q2 		$606K Sell
4,305
-80
-2% -$13.1K 0.09% 126
2016
Q1 		$712K Sell
4,385
-2,550
-37% -$356K 0.1% 119
2015
Q4 		$1.11M Sell
6,935
-150
-2% -$25.8K 0.16% 109
2015
Q3 		$1.21M Sell
7,085
-150
-2% -$29.5K 0.18% 106
2015
Q2 		$1.58M Sell
7,235
-6,112
-46% -$1.36M 0.21% 101
2015
Q1 		$2.87M Sell
13,347
-13,784
-51% -$2.91M 0.38% 75
2014
Q4 		$5.76M Sell
27,131
-187
-0.7% -$37.1K 0.7% 49
2014
Q3 		$5.47M Sell
27,318
-1,707
-6% -$348K 0.71% 47
2014
Q2 		$5.96M Sell
29,025
-1,275
-4% -$246K 0.77% 46
2014
Q1 		$6.06M Sell
30,300
-286
-0.9% -$56.2K 0.79% 44
2013
Q4 		$6.63M Sell
30,586
-12,496
-29% -$2.49M 0.86% 42
2013
Q3 		$7.87M Sell
43,082
-1,645
-4% -$292K 1.1% 37
2013
Q2 		$7.33M Buy
+44,727
New +$7.07M 1.05% 37

Other funds holding AMG

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Osborne Partners Capital Management's AMG Position: Q1 2019 in Review

Osborne Partners Capital Management sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 4,145 shares — an estimated $404K sold.

Osborne Partners Capital Management first reported a position in AMG in Q2 2013 and held it in 23 quarters. The position peaked at $7.87M in Q3 2013. 431 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

  • Osborne Partners Capital Management reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
  • Osborne Partners Capital Management sold 4,145 Affiliated Managers Group shares in Q1 2019, an estimated $404K.
  • Osborne Partners Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 23 quarters.
  • Osborne Partners Capital Management's Affiliated Managers Group position peaked at $7.87M in Q3 2013.
  • 431 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on Osborne Partners Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.