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Stephens Investment Management Group’s Affiliated Managers Group AMG Stock Holding History

Stephens Investment Management 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
2018
Q1 		– Sell
-21,164
Closed -$4.34M – 182
2017
Q4 		$4.34M Sell
21,164
-39
-0.2% -$7.56K 0.1% 155
2017
Q3 		$4.03M Hold
21,203
– – 0.09% 147
2017
Q2 		$3.52M Buy
21,203
+35
+0.2% +$5.59K 0.08% 150
2017
Q1 		$3.47M Buy
21,168
+750
+4% +$119K 0.09% 152
2016
Q4 		$2.97M Buy
20,418
+4,066
+25% +$590K 0.08% 149
2016
Q3 		$2.37M Buy
16,352
+8,277
+103% +$1.18M 0.07% 148
2016
Q2 		$1.14M Sell
8,075
-625
-7% -$102K 0.04% 154
2016
Q1 		$1.41M Sell
8,700
-565
-6% -$78.8K 0.05% 146
2015
Q4 		$1.48M Sell
9,265
-380
-4% -$65.3K 0.05% 152
2015
Q3 		$1.65M Sell
9,645
-485
-5% -$95.4K 0.06% 152
2015
Q2 		$2.21M Buy
10,130
+230
+2% +$51.1K 0.07% 151
2015
Q1 		$2.13M Buy
9,900
+590
+6% +$124K 0.06% 149
2014
Q4 		$1.98M Buy
9,310
+105
+1% +$20.9K 0.06% 152
2014
Q3 		$1.84M Buy
9,205
+180
+2% +$36.7K 0.06% 156
2014
Q2 		$1.85M Sell
9,025
-400
-4% -$77.3K 0.06% 159
2014
Q1 		$1.89M Sell
9,425
-2,645
-22% -$520K 0.06% 165
2013
Q4 		$2.62M Buy
12,070
+1,860
+18% +$371K 0.09% 154
2013
Q3 		$1.86M Buy
10,210
+1,120
+12% +$199K 0.06% 156
2013
Q2 		$1.49M Buy
+9,090
New +$1.44M 0.09% 137

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Stephens Investment Management Group's AMG Position: Q1 2018 in Review

Stephens Investment Management Group sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 21,164 shares — an estimated $4.34M sold.

Stephens Investment Management Group first reported a position in AMG in Q2 2013 and held it in 19 quarters. The position peaked at $4.34M in Q4 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • Stephens Investment Management Group reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
  • Stephens Investment Management Group sold 21,164 Affiliated Managers Group shares in Q1 2018, an estimated $4.34M.
  • Stephens Investment Management Group first reported a position in Affiliated Managers Group in Q2 2013 and held it in 19 quarters.
  • Stephens Investment Management Group's Affiliated Managers Group position peaked at $4.34M in Q4 2017.
  • 528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Stephens Investment Management Group's 13F filing for Q1 2018, filed 4 May 2018.