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TRUE Private Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-134
Closed -$18.3K – 259
2018
Q3 		$18.3K Buy
+134
New +$19.8K ﹤0.01% 627

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TRUE Private Wealth Advisors's AMG Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 134 shares — an estimated $18.3K sold.

TRUE Private Wealth Advisors first reported a position in AMG in Q3 2018 and held it in 1 quarter. The position peaked at $18.3K in Q3 2018. 452 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 134 Affiliated Managers Group shares in Q4 2018, an estimated $18.3K.
  • TRUE Private Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Affiliated Managers Group position peaked at $18.3K in Q3 2018.
  • 452 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.