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Stanford Investment Group’s Affiliated Managers Group AMG Stock Holding History

Stanford Investment 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
2016
Q1 		– Sell
-127
Closed -$20K – 353
2015
Q4 		$20K Hold
127
– – 0.01% 221
2015
Q3 		$22K Hold
127
– – 0.02% 208
2015
Q2 		$28K Hold
127
– – 0.02% 196
2015
Q1 		$27K Sell
127
-31
-20% -$6.54K 0.02% 198
2014
Q4 		$34K Buy
+158
New +$31.4K 0.03% 167

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stanford Investment Group's AMG Position: Q1 2016 in Review

Stanford Investment Group sold out of Affiliated Managers Group (AMG) in Q1 2016, closing a stake of 127 shares — an estimated $20K sold.

Stanford Investment Group first reported a position in AMG in Q4 2014 and held it in 5 quarters. The position peaked at $34K in Q4 2014. 473 funds tracked by Wall St. Rank hold AMG as of Q1 2016.

  • Stanford Investment Group reported no remaining Affiliated Managers Group position as of Q1 2016 after selling out during the quarter.
  • Stanford Investment Group sold 127 Affiliated Managers Group shares in Q1 2016, an estimated $20K.
  • Stanford Investment Group first reported a position in Affiliated Managers Group in Q4 2014 and held it in 5 quarters.
  • Stanford Investment Group's Affiliated Managers Group position peaked at $34K in Q4 2014.
  • 473 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2016.

Based on Stanford Investment Group's 13F filing for Q1 2016, filed 10 Nov 2016.