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Shine Investment Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Shine Investment Advisory Services’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
Q3 		– Sell
-66
Closed -$10K – 640
2018
Q2 		$10K Hold
66
– – 0.01% 517
2018
Q1 		$13K Sell
66
-23
-26% -$4.48K 0.01% 490
2017
Q4 		$18K Sell
89
-34
-28% -$6.59K 0.01% 471
2017
Q3 		$23K Hold
123
– – 0.01% 425
2017
Q2 		$20K Buy
+123
New +$19.6K 0.01% 430

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shine Investment Advisory Services's AMG Position: Q3 2018 in Review

Shine Investment Advisory Services sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 66 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in AMG in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q3 2017. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • Shine Investment Advisory Services reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 66 Affiliated Managers Group shares in Q3 2018, an estimated $10K.
  • Shine Investment Advisory Services first reported a position in Affiliated Managers Group in Q2 2017 and held it in 5 quarters.
  • Shine Investment Advisory Services's Affiliated Managers Group position peaked at $23K in Q3 2017.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on Shine Investment Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.