Second Curve Capital’s Affiliated Managers Group AMG Stock Holding History

Second Curve Capital’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
2017 Q3	–	Sell	-2,666	Closed	-$442K	–	28
2017 Q2	$442K	Sell	2,666 -21,334	-89%	-$3.41M	0.16%	22
2017 Q1	$3.94M	Hold	24,000	–	–	1.45%	18
2016 Q4	$3.49M	Buy	24,000 +22,000	+1,100%	+$3.19M	1.32%	20
2016 Q3	$290K	Hold	2,000	–	–	0.17%	17
2016 Q2	$282K	Sell	2,000 -1,500	-43%	-$246K	0.22%	15
2016 Q1	$568K	Buy	+3,500	New	+$488K	0.34%	18

Other funds holding AMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Second Curve Capital's AMG Position: Q3 2017 in Review

Second Curve Capital sold out of Affiliated Managers Group (AMG) in Q3 2017, closing a stake of 2,666 shares — an estimated $442K sold.

Second Curve Capital first reported a position in AMG in Q1 2016 and held it in 6 quarters. The position peaked at $3.94M in Q1 2017. 483 funds tracked by Wall St. Rank hold AMG as of Q3 2017.

Second Curve Capital reported no remaining Affiliated Managers Group position as of Q3 2017 after selling out during the quarter.
Second Curve Capital sold 2,666 Affiliated Managers Group shares in Q3 2017, an estimated $442K.
Second Curve Capital first reported a position in Affiliated Managers Group in Q1 2016 and held it in 6 quarters.
Second Curve Capital's Affiliated Managers Group position peaked at $3.94M in Q1 2017.
483 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2017.

Based on Second Curve Capital's 13F filing for Q3 2017, filed 14 Nov 2017.