Pointe Capital Management’s Affiliated Managers Group AMG Stock Holding History

Pointe 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
2017 Q2	–	Sell	-1,420	Closed	-$233K	–	167
2017 Q1	$233K	Buy	+1,420	New	+$225K	0.18%	134
2016 Q4	–	Sell	-1,740	Closed	-$252K	–	150
2016 Q3	$252K	Hold	1,740	–	–	0.18%	131
2016 Q2	$245K	Sell	1,740 -180	-9%	-$29.5K	0.18%	131
2016 Q1	$312K	Hold	1,920	–	–	0.25%	116
2015 Q4	$307K	Buy	1,920 +250	+15%	+$43K	0.22%	120
2015 Q3	$286K	Hold	1,670	–	–	0.17%	134
2015 Q2	$365K	Buy	1,670 +250	+18%	+$55.6K	0.16%	123
2015 Q1	$305K	Buy	+1,420	New	+$300K	0.14%	125

Other funds holding AMG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

ACM

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

EIG

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pointe Capital Management's AMG Position: Q2 2017 in Review

Pointe Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2017, closing a stake of 1,420 shares — an estimated $233K sold.

Pointe Capital Management first reported a position in AMG in Q1 2015 and held it in 8 quarters. The position peaked at $365K in Q2 2015. 481 funds tracked by Wall St. Rank hold AMG as of Q2 2017.

Pointe Capital Management reported no remaining Affiliated Managers Group position as of Q2 2017 after selling out during the quarter.
Pointe Capital Management sold 1,420 Affiliated Managers Group shares in Q2 2017, an estimated $233K.
Pointe Capital Management first reported a position in Affiliated Managers Group in Q1 2015 and held it in 8 quarters.
Pointe Capital Management's Affiliated Managers Group position peaked at $365K in Q2 2015.
481 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2017.

Based on Pointe Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.