SevenBridge Financial Group’s Affiliated Managers Group AMG Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-59	Closed	-$5K	–	162
2019 Q2	$5K	Hold	59	–	–	﹤0.01%	512
2019 Q1	$6K	Hold	59	–	–	﹤0.01%	454
2018 Q4	$6K	Sell	59 -14	-19%	-$1.58K	﹤0.01%	416
2018 Q3	$10K	Hold	73	–	–	0.01%	412
2018 Q2	$11K	Hold	73	–	–	0.01%	402
2018 Q1	$14K	Sell	73 -29	-28%	-$5.65K	0.01%	386
2017 Q4	$21K	Hold	102	–	–	0.01%	365
2017 Q3	$19K	Sell	102 -54	-35%	-$9.61K	0.01%	375
2017 Q2	$26K	Sell	156 -16	-9%	-$2.55K	0.02%	352
2017 Q1	$28K	Sell	172 -112	-39%	-$17.7K	0.02%	324
2016 Q4	$41K	Hold	284	–	–	0.03%	278
2016 Q3	$41K	Sell	284 -43	-13%	-$6.16K	0.03%	276
2016 Q2	$46K	Buy	+327	New	+$53.5K	0.03%	289

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

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

SevenBridge Financial Group's AMG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Affiliated Managers Group (AMG) in Q3 2019, closing a stake of 59 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in AMG in Q2 2016 and held it in 13 quarters. The position peaked at $46K in Q2 2016. 353 funds tracked by Wall St. Rank hold AMG as of Q3 2019.

SevenBridge Financial Group reported no remaining Affiliated Managers Group position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 59 Affiliated Managers Group shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in Affiliated Managers Group in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Affiliated Managers Group position peaked at $46K in Q2 2016.
353 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.