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Rational Advisors’s Affiliated Managers Group AMG Stock Holding History

Rational Advisors’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
2013
Q4 		$305K Sell
1,405
-50
-3% -$9.98K 0.03% 419
2013
Q3 		$266K Sell
1,455
-22
-1% -$3.91K 0.02% 472
2013
Q2 		$242K Buy
+1,477
New +$234K 0.02% 478

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rational Advisors's AMG Position: Q4 2013 in Review

Rational Advisors reduced its Affiliated Managers Group (AMG) stake by 3.4% in Q4 2013, selling an estimated $9.98K and leaving 1,405 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #419.

Rational Advisors first reported a position in AMG in Q2 2013 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold AMG as of Q4 2013.

  • Rational Advisors held 1,405 shares of Affiliated Managers Group worth $305K as of Q4 2013.
  • Rational Advisors sold 50 Affiliated Managers Group shares in Q4 2013, an estimated $9.98K.
  • Affiliated Managers Group made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #419 holding.
  • Rational Advisors first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.