SSG
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Summit Securities Group’s Affiliated Managers Group AMG Stock Holding History

Summit Securities 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
-2,550
Closed -$407K – 145
2015
Q4 		$407K Buy
+2,550
New +$438K 0.13% 117
2015
Q2 		– Sell
-186
Closed -$40K – 453
2015
Q1 		$40K Buy
+186
New +$39.2K 0.03% 185
2014
Q2 		– Sell
-100
Closed -$20K – 574
2014
Q1 		$20K Buy
+100
New +$19.6K 0.01% 232

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

Summit Securities Group's AMG Position: Q1 2016 in Review

Summit Securities Group sold out of Affiliated Managers Group (AMG) in Q1 2016, closing a stake of 2,550 shares — an estimated $407K sold.

Summit Securities Group first reported a position in AMG in Q1 2014 and held it in 3 quarters. The position peaked at $407K in Q4 2015. 473 funds tracked by Wall St. Rank hold AMG as of Q1 2016.

  • Summit Securities Group reported no remaining Affiliated Managers Group position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 2,550 Affiliated Managers Group shares in Q1 2016, an estimated $407K.
  • Summit Securities Group first reported a position in Affiliated Managers Group in Q1 2014 and held it in 3 quarters.
  • Summit Securities Group's Affiliated Managers Group position peaked at $407K in Q4 2015.
  • 473 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.