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WFG Advisors’s Affiliated Managers Group AMG Stock Holding History

WFG Advisors’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
Q1 		– Sell
-76
Closed -$16K – 1987
2013
Q4 		$16K Buy
76
+10
+15% +$2K ﹤0.01% 1416
2013
Q3 		$12K Sell
66
-64
-49% -$11.4K ﹤0.01% 1451
2013
Q2 		$21K Buy
+130
New +$20.6K ﹤0.01% 1190

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

WFG Advisors's AMG Position: Q1 2014 in Review

WFG Advisors sold out of Affiliated Managers Group (AMG) in Q1 2014, closing a stake of 76 shares — an estimated $16K sold.

WFG Advisors first reported a position in AMG in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q2 2013. 455 funds tracked by Wall St. Rank hold AMG as of Q1 2014.

  • WFG Advisors reported no remaining Affiliated Managers Group position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 76 Affiliated Managers Group shares in Q1 2014, an estimated $16K.
  • WFG Advisors first reported a position in Affiliated Managers Group in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Affiliated Managers Group position peaked at $21K in Q2 2013.
  • 455 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.