WA
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Wasatch Advisors’s Affiliated Managers Group AMG Stock Holding History

Wasatch 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
2015
Q3 		– Sell
-6,159
Closed -$1.35M – 357
2015
Q2 		$1.35M Sell
6,159
-790
-11% -$176K 0.01% 327
2015
Q1 		$1.49M Hold
6,949
– – 0.02% 318
2014
Q4 		$1.48M Hold
6,949
– – 0.02% 331
2014
Q3 		$1.39M Hold
6,949
– – 0.01% 338
2014
Q2 		$1.43M Sell
6,949
-74,080
-91% -$14.3M 0.01% 346
2014
Q1 		$16.2M Sell
81,029
-107,214
-57% -$21.1M 0.16% 163
2013
Q4 		$40.8M Sell
188,243
-78,824
-30% -$15.7M 0.4% 86
2013
Q3 		$48.8M Sell
267,067
-4,998
-2% -$888K 0.51% 65
2013
Q2 		$44.6M Buy
+272,065
New +$43M 0.49% 69

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return