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Proficio Capital Partners’s Affiliated Managers Group AMG Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-44
Closed -$4K – 201
2019
Q2 		$4K Sell
44
-224
-84% -$22K ﹤0.01% 1261
2019
Q1 		$29K Sell
268
-39
-13% -$4.14K 0.01% 507
2018
Q4 		$30K Buy
307
+285
+1,295% +$32.2K 0.01% 431
2018
Q3 		$3K Hold
22
– – ﹤0.01% 1024
2018
Q2 		$3K Sell
22
-51
-70% -$8.41K ﹤0.01% 1058
2018
Q1 		$14K Hold
73
– – ﹤0.01% 690
2017
Q4 		$15K Hold
73
– – ﹤0.01% 663
2017
Q3 		$14K Buy
73
+51
+232% +$9.07K 0.01% 678
2017
Q2 		$4K Sell
22
-97
-82% -$15.5K ﹤0.01% 981
2017
Q1 		$18K Buy
+119
New +$18.8K 0.01% 643
2016
Q2 		– Sell
-28
Closed -$4.58K – 1008
2016
Q1 		$5K Buy
28
+16
+133% +$2.23K ﹤0.01% 504
2015
Q4 		$2K Buy
+12
New +$2.06K ﹤0.01% 626

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Proficio Capital Partners's AMG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 44 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in AMG in Q4 2015 and held it in 12 quarters. The position peaked at $30K in Q4 2018. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Proficio Capital Partners reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 44 Affiliated Managers Group shares in Q3 2019, an estimated $4K.
  • Proficio Capital Partners first reported a position in Affiliated Managers Group in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's Affiliated Managers Group position peaked at $30K in Q4 2018.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.