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Redwood Investments’s Affiliated Managers Group AMG Stock Holding History

Redwood Investments’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
2014
Q2 		– Sell
-8
Closed -$2K – 186
2014
Q1 		$2K Sell
8
-60,758
-100% -$11.9M ﹤0.01% 186
2013
Q4 		$13.2M Buy
60,766
+4,042
+7% +$806K 1.97% 18
2013
Q3 		$10.4M Buy
56,724
+25,463
+81% +$4.52M 1.47% 31
2013
Q2 		$5.13M Buy
+31,261
New +$4.94M 0.79% 52

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Redwood Investments's AMG Position: Q2 2014 in Review

Redwood Investments sold out of Affiliated Managers Group (AMG) in Q2 2014, closing a stake of 8 shares — an estimated $2K sold.

Redwood Investments first reported a position in AMG in Q2 2013 and held it in 4 quarters. The position peaked at $13.2M in Q4 2013. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

  • Redwood Investments reported no remaining Affiliated Managers Group position as of Q2 2014 after selling out during the quarter.
  • Redwood Investments sold 8 Affiliated Managers Group shares in Q2 2014, an estimated $2K.
  • Redwood Investments first reported a position in Affiliated Managers Group in Q2 2013 and held it in 4 quarters.
  • Redwood Investments's Affiliated Managers Group position peaked at $13.2M in Q4 2013.
  • 462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Redwood Investments's 13F filing for Q2 2014, filed 30 Jul 2014.