West Oak Capital’s Affiliated Managers Group AMG Stock Holding History

West Oak Capital’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
2016 Q4	–	Sell	-31	Closed	-$4.49K	–	343
2016 Q3	$4.49K	Buy	+31	New	+$4.44K	﹤0.01%	324
2016 Q1	–	Sell	-32	Closed	-$5.11K	–	272
2015 Q4	$5.11K	Hold	32	–	–	﹤0.01%	235
2015 Q3	$5.47K	Hold	32	–	–	﹤0.01%	229
2015 Q2	$7K	Hold	32	–	–	0.01%	223
2015 Q1	$6.87K	Hold	32	–	–	0.01%	223
2014 Q4	$6.79K	Hold	32	–	–	﹤0.01%	237
2014 Q3	$6.41K	Hold	32	–	–	﹤0.01%	218
2014 Q2	$6.57K	Hold	32	–	–	﹤0.01%	223
2014 Q1	$6.4K	Buy	+32	New	+$6.29K	﹤0.01%	219

Other funds holding AMG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

West Oak Capital's AMG Position: Q4 2016 in Review

West Oak Capital sold out of Affiliated Managers Group (AMG) in Q4 2016, closing a stake of 31 shares — an estimated $4.49K sold.

West Oak Capital first reported a position in AMG in Q1 2014 and held it in 9 quarters. The position peaked at $7K in Q2 2015. 520 funds tracked by Wall St. Rank hold AMG as of Q4 2016.

West Oak Capital reported no remaining Affiliated Managers Group position as of Q4 2016 after selling out during the quarter.
West Oak Capital sold 31 Affiliated Managers Group shares in Q4 2016, an estimated $4.49K.
West Oak Capital first reported a position in Affiliated Managers Group in Q1 2014 and held it in 9 quarters.
West Oak Capital's Affiliated Managers Group position peaked at $7K in Q2 2015.
520 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.