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Patriot Financial Group Insurance Agency’s Affiliated Managers Group AMG Stock Holding History

Patriot Financial Group Insurance Agency’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
-1
Closed – – 1428
2019
Q1 		$0 Hold
1
– – ﹤0.01% 1221
2018
Q4 		$0 Hold
1
– – ﹤0.01% 973
2018
Q3 		$1K Buy
+1
New +$148 ﹤0.01% 884

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KP
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

Patriot Financial Group Insurance Agency's AMG Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in AMG in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 Affiliated Managers Group share in Q2 2019.
  • Patriot Financial Group Insurance Agency first reported a position in Affiliated Managers Group in Q3 2018 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Affiliated Managers Group position peaked at $1K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.