Placemark Investments’s Affiliated Managers Group AMG Stock Holding History

Placemark Investments’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
2014 Q4	$2.66M	Sell	12,535 -380	-3%	-$75.5K	0.05%	476
2014 Q3	$2.58M	Sell	12,915 -1,245	-9%	-$254K	0.05%	463
2014 Q2	$2.91M	Buy	14,160 +1,851	+15%	+$358K	0.05%	439
2014 Q1	$2.46M	Sell	12,309 -1,121	-8%	-$220K	0.05%	455
2013 Q4	$2.91M	Sell	13,430 -752	-5%	-$150K	0.05%	439
2013 Q3	$2.59M	Sell	14,182 -13,349	-48%	-$2.37M	0.05%	435
2013 Q2	$4.51M	Buy	+27,531	New	+$4.35M	0.1%	252

Other funds holding AMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Placemark Investments's AMG Position: Q4 2014 in Review

Placemark Investments reduced its Affiliated Managers Group (AMG) stake by 2.9% in Q4 2014, selling an estimated $75.5K and leaving 12,535 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #476.

Placemark Investments first reported a position in AMG in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.51M in Q2 2013. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

Placemark Investments held 12,535 shares of Affiliated Managers Group worth $2.66M as of Q4 2014.
Placemark Investments sold 380 Affiliated Managers Group shares in Q4 2014, an estimated $75.5K.
Affiliated Managers Group made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #476 holding.
Placemark Investments first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Affiliated Managers Group position peaked at $4.51M in Q2 2013.
477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.