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Southernsun Asset Management’s Affiliated Managers Group AMG Stock Holding History

Southernsun Asset Management’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
2013
Q3 		– Sell
-908,511
Closed -$149M – 34
2013
Q2 		$149M Buy
+908,511
New +$144M 4.53% 7

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 $38.4B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Southernsun Asset Management's AMG Position: Q3 2013 in Review

Southernsun Asset Management sold out of Affiliated Managers Group (AMG) in Q3 2013, closing a stake of 908,511 shares — an estimated $149M sold.

Southernsun Asset Management first reported a position in AMG in Q2 2013 and held it in 1 quarter. The position peaked at $149M in Q2 2013. 413 funds tracked by Wall St. Rank hold AMG as of Q3 2013.

  • Southernsun Asset Management reported no remaining Affiliated Managers Group position as of Q3 2013 after selling out during the quarter.
  • Southernsun Asset Management sold 908,511 Affiliated Managers Group shares in Q3 2013, an estimated $149M.
  • Southernsun Asset Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 1 quarter.
  • Southernsun Asset Management's Affiliated Managers Group position peaked at $149M in Q2 2013.
  • 413 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2013.

Based on Southernsun Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.