Trust Company of Vermont’s Affiliated Managers Group AMG Stock Holding History

Trust Company of Vermont’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
2019 Q1	–	Sell	-15	Closed	-$1K	–	974
2018 Q4	$1K	Sell	15 -40	-73%	-$4.52K	﹤0.01%	948
2018 Q3	$8K	Hold	55	–	–	﹤0.01%	844
2018 Q2	$8K	Buy	+55	New	+$9.06K	﹤0.01%	870
2017 Q1	–	Sell	-250	Closed	-$36K	–	856
2016 Q4	$36K	Hold	250	–	–	﹤0.01%	522
2016 Q3	$36K	Hold	250	–	–	﹤0.01%	471
2016 Q2	$35K	Hold	250	–	–	﹤0.01%	436
2016 Q1	$41K	Sell	250 -50	-17%	-$6.97K	0.01%	412
2015 Q4	$48K	Sell	300 -75	-20%	-$12.9K	0.01%	397
2015 Q3	$64K	Hold	375	–	–	0.01%	361
2015 Q2	$82K	Hold	375	–	–	0.01%	337
2015 Q1	$80K	Hold	375	–	–	0.01%	335
2014 Q4	$80K	Sell	375 -100	-21%	-$19.9K	0.01%	336
2014 Q3	$95K	Hold	475	–	–	0.01%	310
2014 Q2	$97K	Buy	475 +100	+27%	+$19.3K	0.02%	294
2014 Q1	$75K	Buy	375 +25	+7%	+$4.91K	0.01%	317
2013 Q4	$76K	Hold	350	–	–	0.01%	304
2013 Q3	$64K	Hold	350	–	–	0.01%	308
2013 Q2	$57K	Buy	+350	New	+$55.4K	0.01%	315

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Trust Company of Vermont's AMG Position: Q1 2019 in Review

Trust Company of Vermont sold out of Affiliated Managers Group (AMG) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in AMG in Q2 2013 and held it in 18 quarters. The position peaked at $97K in Q2 2014. 431 funds tracked by Wall St. Rank hold AMG as of Q1 2019.

Trust Company of Vermont reported no remaining Affiliated Managers Group position as of Q1 2019 after selling out during the quarter.
Trust Company of Vermont sold 15 Affiliated Managers Group shares in Q1 2019, an estimated $1K.
Trust Company of Vermont first reported a position in Affiliated Managers Group in Q2 2013 and held it in 18 quarters.
Trust Company of Vermont's Affiliated Managers Group position peaked at $97K in Q2 2014.
431 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2019.

Based on Trust Company of Vermont's 13F filing for Q1 2019, filed 1 May 2019.