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Santori & Peters Inc’s Affiliated Managers Group AMG Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-33
Closed -$5K – 78
2017
Q4 		$5K Buy
+33
New +$6.39K ﹤0.01% 415

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Santori & Peters Inc's AMG Position: Q1 2018 in Review

Santori & Peters Inc sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 33 shares — an estimated $5K sold.

Santori & Peters Inc first reported a position in AMG in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • Santori & Peters Inc reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 33 Affiliated Managers Group shares in Q1 2018, an estimated $5K.
  • Santori & Peters Inc first reported a position in Affiliated Managers Group in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Affiliated Managers Group position peaked at $5K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.