Wealthfront’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,376
| Closed | -$261K | – | 501 |
|
|
2018
Q1 | $261K | Sell |
1,376
-123
| -8% | -$23.3K | ﹤0.01% | 460 |
|
|
2017
Q4 | $308K | Buy |
1,499
+95
| +7% | +$19.5K | ﹤0.01% | 424 |
|
|
2017
Q3 | $267K | Buy |
1,404
+35
| +3% | +$6.66K | ﹤0.01% | 444 |
|
|
2017
Q2 | $227K | Buy |
1,369
+67
| +5% | +$11.1K | ﹤0.01% | 431 |
|
|
2017
Q1 | $213K | Buy |
+1,302
| New | +$213K | ﹤0.01% | 410 |
|
|
2015
Q4 | – | Sell |
-331
| Closed | -$57K | – | 331 |
|
|
2015
Q3 | $57K | Sell |
331
-647
| -66% | -$111K | ﹤0.01% | 499 |
|
|
2015
Q2 | $214K | Buy |
978
+92
| +10% | +$20.1K | 0.01% | 251 |
|
|
2015
Q1 | $190K | Buy |
886
+400
| +82% | +$85.8K | 0.01% | 252 |
|
|
2014
Q4 | $103K | Buy |
486
+328
| +208% | +$69.5K | 0.01% | 345 |
|
|
2014
Q3 | $32K | Buy |
+158
| New | +$32K | ﹤0.01% | 477 |
|