SFSIG
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San Francisco Sentry Investment Group’s Affiliated Managers Group AMG Stock Holding History

San Francisco Sentry Investment Group’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
2020
Q2 		– Sell
-14
Closed -$1K – 676
2020
Q1 		$1K Buy
+14
New +$1.05K ﹤0.01% 708
2018
Q2 		– Sell
-49
Closed -$9K – 751
2018
Q1 		$9K Hold
49
– – ﹤0.01% 698
2017
Q4 		$10K Hold
49
– – ﹤0.01% 672
2017
Q3 		$9K Buy
+49
New +$8.72K ﹤0.01% 653

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

San Francisco Sentry Investment Group's AMG Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 14 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in AMG in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 14 Affiliated Managers Group shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Affiliated Managers Group in Q3 2017 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's Affiliated Managers Group position peaked at $10K in Q4 2017.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.