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Regal Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Regal Investment 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
2019
Q3 		– Sell
-15,187
Closed -$1.4M – 319
2019
Q2 		$1.4M Buy
15,187
+1,096
+8% +$108K 0.27% 116
2019
Q1 		$1.51M Buy
14,091
+963
+7% +$102K 0.31% 104
2018
Q4 		$1.28M Buy
13,128
+172
+1% +$19.4K 0.28% 105
2018
Q3 		$1.77M Buy
+12,956
New +$1.91M 0.37% 87
2016
Q1 		– Sell
-18,805
Closed -$3M – 248
2015
Q4 		$3M Buy
18,805
+1,575
+9% +$271K 0.78% 47
2015
Q3 		$2.95M Buy
+17,230
New +$3.39M 0.76% 36

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

Regal Investment Advisors's AMG Position: Q3 2019 in Review

Regal Investment Advisors sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 15,187 shares — an estimated $1.4M sold.

Regal Investment Advisors first reported a position in AMG in Q3 2015 and held it in 6 quarters. The position peaked at $3M in Q4 2015. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

  • Regal Investment Advisors reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 15,187 Affiliated Managers Group shares in Q3 2019, an estimated $1.4M.
  • Regal Investment Advisors first reported a position in Affiliated Managers Group in Q3 2015 and held it in 6 quarters.
  • Regal Investment Advisors's Affiliated Managers Group position peaked at $3M in Q4 2015.
  • 353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.