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Smith, Moore & Co’s Affiliated Managers Group AMG Stock Holding History

Smith, Moore & Co’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
2014
Q1 		– Sell
-2,000
Closed -$434K – 148
2013
Q4 		$434K Buy
+2,000
New +$399K 0.27% 81

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Smith, Moore & Co's AMG Position: Q1 2014 in Review

Smith, Moore & Co sold out of Affiliated Managers Group (AMG) in Q1 2014, closing a stake of 2,000 shares — an estimated $434K sold.

Smith, Moore & Co first reported a position in AMG in Q4 2013 and held it in 1 quarter. The position peaked at $434K in Q4 2013. 455 funds tracked by Wall St. Rank hold AMG as of Q1 2014.

  • Smith, Moore & Co reported no remaining Affiliated Managers Group position as of Q1 2014 after selling out during the quarter.
  • Smith, Moore & Co sold 2,000 Affiliated Managers Group shares in Q1 2014, an estimated $434K.
  • Smith, Moore & Co first reported a position in Affiliated Managers Group in Q4 2013 and held it in 1 quarter.
  • Smith, Moore & Co's Affiliated Managers Group position peaked at $434K in Q4 2013.
  • 455 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2014.

Based on Smith, Moore & Co's 13F filing for Q1 2014, filed 1 May 2014.