Waverton Investment Management’s Ametek AME Stock Holding History

Waverton Investment Management’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,655	Closed	-$968K	–	77
2019 Q2	$968K	Buy	+10,655	New	+$913K	0.05%	59
2018 Q1	–	Sell	-12,288	Closed	-$891K	–	75
2017 Q4	$891K	Hold	12,288	–	–	0.05%	60
2017 Q3	$811K	Buy	+12,288	New	+$777K	0.05%	57
2014 Q4	–	Sell	-161,210	Closed	-$8.09M	–	95
2014 Q3	$8.09M	Buy	161,210 +190	+0.1%	+$9.86K	0.56%	42
2014 Q2	$8.42M	Sell	161,020 -78,520	-33%	-$4.13M	0.55%	42
2014 Q1	$12.3M	Buy	239,540 +161,020	+205%	+$8.34M	0.59%	40
2013 Q4	$4.14M	Buy	78,520 +10,900	+16%	+$526K	0.21%	85
2013 Q3	$3.11M	Buy	+67,620	New	+$3.05M	0.18%	96

Other funds holding AME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Waverton Investment Management's AME Position: Q3 2019 in Review

Waverton Investment Management sold out of Ametek (AME) in Q3 2019, closing a stake of 10,655 shares — an estimated $968K sold.

Waverton Investment Management first reported a position in AME in Q3 2013 and held it in 8 quarters. The position peaked at $12.3M in Q1 2014. 620 funds tracked by Wall St. Rank hold AME as of Q3 2019.

Waverton Investment Management reported no remaining Ametek position as of Q3 2019 after selling out during the quarter.
Waverton Investment Management sold 10,655 Ametek shares in Q3 2019, an estimated $968K.
Waverton Investment Management first reported a position in Ametek in Q3 2013 and held it in 8 quarters.
Waverton Investment Management's Ametek position peaked at $12.3M in Q1 2014.
620 funds tracked by Wall St. Rank held Ametek as of Q3 2019.

Based on Waverton Investment Management's 13F filing for Q3 2019, filed 29 Oct 2019.