RSS
AMG icon

Rosenblum Silverman Sutton’s Affiliated Managers Group AMG Stock Holding History

Rosenblum Silverman Sutton’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
2018
Q3 		– Sell
-12,240
Closed -$1.82M – 63
2018
Q2 		$1.82M Sell
12,240
-780
-6% -$129K 0.63% 44
2018
Q1 		$2.47M Buy
13,020
+350
+3% +$68.2K 0.88% 39
2017
Q4 		$2.6M Sell
12,670
-290
-2% -$56.2K 0.93% 36
2017
Q3 		$2.46M Sell
12,960
-604
-4% -$107K 0.93% 37
2017
Q2 		$2.25M Sell
13,564
-60
-0.4% -$9.58K 0.9% 40
2017
Q1 		$2.23M Sell
13,624
-1,135
-8% -$180K 0.95% 39
2016
Q4 		$2.14M Sell
14,759
-410
-3% -$59.5K 1.01% 38
2016
Q3 		$2.19M Sell
15,169
-525
-3% -$75.2K 1.01% 35
2016
Q2 		$2.21M Buy
+15,694
New +$2.57M 1.06% 35
2015
Q4 		$2.53M Sell
15,844
-1,595
-9% -$274K 1.16% 33
2015
Q3 		$2.98M Sell
17,439
-2,355
-12% -$463K 1.42% 28
2015
Q2 		$4.33M Buy
+19,794
New +$4.4M 1.73% 25
2014
Q4 		$4.08M Sell
19,240
-2,585
-12% -$514K 1.76% 21
2014
Q3 		$4.37M Buy
21,825
+18,641
+585% +$3.8M 1.97% 19
2014
Q2 		$3.18M Sell
3,184
-12,006
-79% -$2.32M 1.49% 26
2014
Q1 		$3.04M Sell
15,190
-135
-0.9% -$26.5K 1.44% 25
2013
Q4 		$3.32M Sell
15,325
-815
-5% -$163K 1.57% 26
2013
Q3 		$2.95M Buy
+16,140
New +$2.87M 1.58% 29

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rosenblum Silverman Sutton's AMG Position: Q3 2018 in Review

Rosenblum Silverman Sutton sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 12,240 shares — an estimated $1.82M sold.

Rosenblum Silverman Sutton first reported a position in AMG in Q3 2013 and held it in 18 quarters. The position peaked at $4.37M in Q3 2014. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • Rosenblum Silverman Sutton reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 12,240 Affiliated Managers Group shares in Q3 2018, an estimated $1.82M.
  • Rosenblum Silverman Sutton first reported a position in Affiliated Managers Group in Q3 2013 and held it in 18 quarters.
  • Rosenblum Silverman Sutton's Affiliated Managers Group position peaked at $4.37M in Q3 2014.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2018, filed 9 Nov 2018.