Schaper Benz & Wise Investment Counsel’s Affiliated Managers Group AMG Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-1,000	Closed	-$205K	–	103
2017 Q4	$205K	Buy	+1,000	New	+$194K	0.03%	102
2017 Q3	–	Sell	-1,900	Closed	-$315K	–	106
2017 Q2	$315K	Buy	+1,900	New	+$303K	0.05%	103

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Schaper Benz & Wise Investment Counsel's AMG Position: Q1 2018 in Review

Schaper Benz & Wise Investment Counsel sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,000 shares — an estimated $205K sold.

Schaper Benz & Wise Investment Counsel first reported a position in AMG in Q2 2017 and held it in 2 quarters. The position peaked at $315K in Q2 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Schaper Benz & Wise Investment Counsel reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 1,000 Affiliated Managers Group shares in Q1 2018, an estimated $205K.
Schaper Benz & Wise Investment Counsel first reported a position in Affiliated Managers Group in Q2 2017 and held it in 2 quarters.
Schaper Benz & Wise Investment Counsel's Affiliated Managers Group position peaked at $315K in Q2 2017.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2018, filed 30 Apr 2018.