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Waverton Investment Management’s Affiliated Managers Group AMG Stock Holding History

Waverton Investment Management’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
2014
Q2 		– Sell
-14,610
Closed -$2.92M – 98
2014
Q1 		$2.92M Buy
14,610
+150
+1% +$29.5K 0.14% 122
2013
Q4 		$3.14M Hold
14,460
– – 0.16% 105
2013
Q3 		$2.64M Buy
+14,460
New +$2.57M 0.16% 116

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Waverton Investment Management's AMG Position: Q2 2014 in Review

Waverton Investment Management sold out of Affiliated Managers Group (AMG) in Q2 2014, closing a stake of 14,610 shares — an estimated $2.92M sold.

Waverton Investment Management first reported a position in AMG in Q3 2013 and held it in 3 quarters. The position peaked at $3.14M in Q4 2013. 462 funds tracked by Wall St. Rank hold AMG as of Q2 2014.

  • Waverton Investment Management reported no remaining Affiliated Managers Group position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 14,610 Affiliated Managers Group shares in Q2 2014, an estimated $2.92M.
  • Waverton Investment Management first reported a position in Affiliated Managers Group in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Affiliated Managers Group position peaked at $3.14M in Q4 2013.
  • 462 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.