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Robert N. Shapiro’s Affiliated Managers Group AMG Stock Holding History

Robert N. Shapiro’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
Q4 		$460K Sell
2,171
-285
-12% -$56.6K 0.09% 181
2014
Q3 		$492K Buy
2,456
+8
+0.3% +$1.63K 0.09% 182
2014
Q2 		$503K Buy
2,448
+34
+1% +$6.57K 0.1% 183
2014
Q1 		$483K Buy
2,414
+104
+5% +$20.4K 0.09% 183
2013
Q4 		$501K Sell
2,310
-500
-18% -$99.8K 0.09% 179
2013
Q3 		$514K Buy
2,810
+70
+3% +$12.4K 0.09% 176
2013
Q2 		$449K Buy
+2,740
New +$433K 0.09% 177

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Robert N. Shapiro's AMG Position: Q4 2014 in Review

Robert N. Shapiro reduced its Affiliated Managers Group (AMG) stake by 12% in Q4 2014, selling an estimated $56.6K and leaving 2,171 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #181.

Robert N. Shapiro first reported a position in AMG in Q2 2013 and has held it in 7 quarters since. The position peaked at $514K in Q3 2013. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Robert N. Shapiro held 2,171 shares of Affiliated Managers Group worth $460K as of Q4 2014.
  • Robert N. Shapiro sold 285 Affiliated Managers Group shares in Q4 2014, an estimated $56.6K.
  • Affiliated Managers Group made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #181 holding.
  • Robert N. Shapiro first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Affiliated Managers Group position peaked at $514K in Q3 2013.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.