PWM
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PRW Wealth Management’s Affiliated Managers Group AMG Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-26
Closed -$3K – 95
2019
Q1 		$3K Hold
26
– – ﹤0.01% 446
2018
Q4 		$3K Buy
+26
New +$2.94K ﹤0.01% 445

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

PRW Wealth Management's AMG Position: Q2 2019 in Review

PRW Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 26 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in AMG in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

  • PRW Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 26 Affiliated Managers Group shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Affiliated Managers Group in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Affiliated Managers Group position peaked at $3K in Q1 2019.
  • 389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.