PAM
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Princeton Alpha Management’s Affiliated Managers Group AMG Stock Holding History

Princeton Alpha 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
Q1 		– Sell
-3,692
Closed -$536K – 537
2016
Q4 		$536K Buy
3,692
+2,283
+162% +$332K 0.11% 294
2016
Q3 		$204K Sell
1,409
-1,046
-43% -$150K 0.04% 648
2016
Q2 		$346K Sell
2,455
-4,127
-63% -$676K 0.06% 470
2016
Q1 		$1.07M Buy
6,582
+3,095
+89% +$432K 0.17% 190
2015
Q4 		$557K Buy
3,487
+161
+5% +$27.7K 0.1% 309
2015
Q3 		$569K Buy
3,326
+577
+21% +$113K 0.12% 267
2015
Q2 		$601K Buy
2,749
+469
+21% +$104K 0.12% 251
2015
Q1 		$490K Buy
2,280
+923
+68% +$195K 0.11% 276
2014
Q4 		$288K Sell
1,357
-2,005
-60% -$398K 0.08% 450
2014
Q3 		$674K Buy
3,362
+515
+18% +$105K 0.15% 185
2014
Q2 		$585K Buy
2,847
+599
+27% +$116K 0.12% 260
2014
Q1 		$450K Buy
+2,248
New +$442K 0.14% 213

Other funds holding AMG

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Princeton Alpha Management's AMG Position: Q1 2017 in Review

Princeton Alpha Management sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 3,692 shares — an estimated $536K sold.

Princeton Alpha Management first reported a position in AMG in Q1 2014 and held it in 12 quarters. The position peaked at $1.07M in Q1 2016. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

  • Princeton Alpha Management reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
  • Princeton Alpha Management sold 3,692 Affiliated Managers Group shares in Q1 2017, an estimated $536K.
  • Princeton Alpha Management first reported a position in Affiliated Managers Group in Q1 2014 and held it in 12 quarters.
  • Princeton Alpha Management's Affiliated Managers Group position peaked at $1.07M in Q1 2016.
  • 513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.