Twin Focus Capital Partners’s Affiliated Managers Group AMG Stock Holding History

Twin Focus Capital Partners’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 Q1	–	Sell	-1,977	Closed	-$406K	–	103
2017 Q4	$406K	Sell	1,977 -23	-1%	-$4.46K	0.21%	63
2017 Q3	$380K	Hold	2,000	–	–	0.2%	63
2017 Q2	$332K	Hold	2,000	–	–	0.18%	64
2017 Q1	$328K	Hold	2,000	–	–	0.2%	62
2016 Q4	$291K	Hold	2,000	–	–	0.19%	59
2016 Q3	$289K	Hold	2,000	–	–	0.2%	57
2016 Q2	$282K	Hold	2,000	–	–	0.22%	58
2016 Q1	$325K	Hold	2,000	–	–	0.31%	53
2015 Q4	$320K	Hold	2,000	–	–	0.32%	58
2015 Q3	$342K	Hold	2,000	–	–	0.44%	48
2015 Q2	$437K	Hold	2,000	–	–	0.49%	44
2015 Q1	$430K	Sell	2,000 -1,051	-34%	-$222K	0.34%	44
2014 Q4	$648K	Sell	3,051 -30	-1%	-$5.96K	0.75%	24
2014 Q3	$617K	Buy	3,081 +81	+3%	+$16.5K	0.61%	28
2014 Q2	$616K	Hold	3,000	–	–	0.69%	29
2014 Q1	$600K	Hold	3,000	–	–	0.71%	28
2013 Q4	$651K	Hold	3,000	–	–	0.64%	28
2013 Q3	$548K	Hold	3,000	–	–	0.52%	34
2013 Q2	$492K	Buy	+3,000	New	+$475K	0.51%	35

Other funds holding AMG

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

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

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

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

EIG

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

ACM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Twin Focus Capital Partners's AMG Position: Q1 2018 in Review

Twin Focus Capital Partners sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,977 shares — an estimated $406K sold.

Twin Focus Capital Partners first reported a position in AMG in Q2 2013 and held it in 19 quarters. The position peaked at $651K in Q4 2013. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Twin Focus Capital Partners reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Twin Focus Capital Partners sold 1,977 Affiliated Managers Group shares in Q1 2018, an estimated $406K.
Twin Focus Capital Partners first reported a position in Affiliated Managers Group in Q2 2013 and held it in 19 quarters.
Twin Focus Capital Partners's Affiliated Managers Group position peaked at $651K in Q4 2013.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Twin Focus Capital Partners's 13F filing for Q1 2018, filed 11 May 2018.