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Tillar-Wenstrup Advisors’s Affiliated Managers Group AMG Stock Holding History

Tillar-Wenstrup Advisors’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
2020
Q1 		– Sell
-20,663
Closed -$1.75M – 21
2019
Q4 		$1.75M Buy
+20,663
New +$1.69M 0.98% 38
2019
Q1 		– Sell
-8,922
Closed -$869K – 44
2018
Q4 		$869K Sell
8,922
-11,398
-56% -$1.29M 0.57% 40
2018
Q3 		$2.78M Buy
20,320
+8,998
+79% +$1.33M 1.51% 25
2018
Q2 		$1.68M Sell
11,322
-366
-3% -$60.3K 0.94% 46
2018
Q1 		$2.22M Sell
11,688
-484
-4% -$94.3K 1.29% 29
2017
Q4 		$2.5M Sell
12,172
-448
-4% -$86.8K 1.95% 21
2017
Q3 		$2.4M Sell
12,620
-394
-3% -$70.1K 1.82% 23
2017
Q2 		$2.16M Sell
13,014
-40
-0.3% -$6.39K 1.68% 35
2017
Q1 		$2.14M Buy
13,054
+149
+1% +$23.6K 1.64% 31
2016
Q4 		$1.88M Sell
12,905
-143
-1% -$20.8K 1.58% 38
2016
Q3 		$1.89M Buy
+13,048
New +$1.87M 1.73% 32

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Tillar-Wenstrup Advisors's AMG Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 20,663 shares — an estimated $1.75M sold.

Tillar-Wenstrup Advisors first reported a position in AMG in Q3 2016 and held it in 11 quarters. The position peaked at $2.78M in Q3 2018. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Tillar-Wenstrup Advisors reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 20,663 Affiliated Managers Group shares in Q1 2020, an estimated $1.75M.
  • Tillar-Wenstrup Advisors first reported a position in Affiliated Managers Group in Q3 2016 and held it in 11 quarters.
  • Tillar-Wenstrup Advisors's Affiliated Managers Group position peaked at $2.78M in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.