Summit Securities Group’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,550
| Closed | -$407K | – | 140 |
|
|
2015
Q4 | $407K | Buy |
+2,550
| New | +$407K | 0.13% | 116 |
|
|
2015
Q2 | – | Sell |
-186
| Closed | -$40K | – | 451 |
|
|
2015
Q1 | $40K | Buy |
+186
| New | +$40K | 0.03% | 165 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$20K | – | 477 |
|
|
2014
Q1 | $20K | Buy |
+100
| New | +$20K | 0.01% | 218 |
|