TL
AMG icon

TrueWealth LLC’s Affiliated Managers Group AMG Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-17
Closed -$3K – 830
2018
Q1 		$3K Sell
17
-63
-79% -$12.3K ﹤0.01% 642
2017
Q4 		$16K Buy
+80
New +$15.5K 0.01% 430

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrueWealth LLC's AMG Position: Q2 2018 in Review

TrueWealth LLC sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 17 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in AMG in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • TrueWealth LLC reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • TrueWealth LLC sold 17 Affiliated Managers Group shares in Q2 2018, an estimated $3K.
  • TrueWealth LLC first reported a position in Affiliated Managers Group in Q4 2017 and held it in 2 quarters.
  • TrueWealth LLC's Affiliated Managers Group position peaked at $16K in Q4 2017.
  • 508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.