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Wealthfront’s Affiliated Managers Group AMG Stock Holding History

Wealthfront’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
Q2 		– Sell
-1,376
Closed -$261K – 501
2018
Q1 		$261K Sell
1,376
-123
-8% -$24K ﹤0.01% 460
2017
Q4 		$308K Buy
1,499
+95
+7% +$18.4K ﹤0.01% 424
2017
Q3 		$267K Buy
1,404
+35
+3% +$6.23K ﹤0.01% 444
2017
Q2 		$227K Buy
1,369
+67
+5% +$10.7K ﹤0.01% 431
2017
Q1 		$213K Buy
+1,302
New +$206K ﹤0.01% 410
2015
Q4 		– Sell
-331
Closed -$57K – 331
2015
Q3 		$57K Sell
331
-647
-66% -$127K ﹤0.01% 499
2015
Q2 		$214K Buy
978
+92
+10% +$20.5K 0.01% 251
2015
Q1 		$190K Buy
886
+400
+82% +$84.4K 0.01% 252
2014
Q4 		$103K Buy
486
+328
+208% +$65.2K 0.01% 345
2014
Q3 		$32K Buy
+158
New +$32.2K ﹤0.01% 477

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's AMG Position: Q2 2018 in Review

Wealthfront sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 1,376 shares — an estimated $261K sold.

Wealthfront first reported a position in AMG in Q3 2014 and held it in 10 quarters. The position peaked at $308K in Q4 2017. 509 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • Wealthfront reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • Wealthfront sold 1,376 Affiliated Managers Group shares in Q2 2018, an estimated $261K.
  • Wealthfront first reported a position in Affiliated Managers Group in Q3 2014 and held it in 10 quarters.
  • Wealthfront's Affiliated Managers Group position peaked at $308K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Wealthfront's 13F filing for Q2 2018, filed 10 Aug 2018.