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Wealthspire Advisors (Maryland)’s Affiliated Managers Group AMG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-600
Closed -$64K – 526
2019
Q1 		$64K Sell
600
-1
-0.2% -$106 ﹤0.01% 801
2018
Q4 		$59K Buy
601
+100
+20% +$11.3K 0.01% 784
2018
Q3 		$68K Sell
501
-283
-36% -$41.8K 0.01% 845
2018
Q2 		$116K Buy
784
+14
+2% +$2.31K 0.01% 645
2018
Q1 		$146K Sell
770
-18
-2% -$3.51K 0.01% 574
2017
Q4 		$162K Buy
788
+27
+4% +$5.23K 0.02% 563
2017
Q3 		$144K Buy
761
+6
+0.8% +$1.07K 0.02% 580
2017
Q2 		$125K Buy
755
+16
+2% +$2.55K 0.01% 599
2017
Q1 		$121K Buy
739
+1
+0.1% +$158 0.02% 530
2016
Q4 		$107K Sell
738
-4
-0.5% -$581 0.02% 555
2016
Q3 		$107K Sell
742
-83
-10% -$11.9K 0.02% 551
2016
Q2 		$116K Sell
825
-19
-2% -$3.11K 0.02% 502
2016
Q1 		$137K Sell
844
-63
-7% -$8.79K 0.02% 447
2015
Q4 		$145K Buy
+907
New +$156K 0.03% 445

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 600 shares — an estimated $64K sold.

Wealthspire Advisors (Maryland) first reported a position in AMG in Q4 2015 and held it in 14 quarters. The position peaked at $162K in Q4 2017. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 600 Affiliated Managers Group shares in Q2 2019, an estimated $64K.
  • Wealthspire Advisors (Maryland) first reported a position in Affiliated Managers Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Affiliated Managers Group position peaked at $162K in Q4 2017.
  • 389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.