WhitTier Trust Company’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-55
| Closed | -$5K | – | 979 |
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 916 |
|
2019
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 906 |
|
2019
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 905 |
|
2019
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 891 |
|
2018
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 920 |
|
2018
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 830 |
|
2018
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 834 |
|
2018
Q1 | $10K | Sell |
55
-23
| -29% | -$4.18K | ﹤0.01% | 833 |
|
2017
Q4 | $16K | Hold |
78
| – | – | ﹤0.01% | 740 |
|
2017
Q3 | $15K | Buy |
78
+23
| +42% | +$4.42K | ﹤0.01% | 736 |
|
2017
Q2 | $9K | Hold |
55
| – | – | ﹤0.01% | 768 |
|
2017
Q1 | $9K | Hold |
55
| – | – | ﹤0.01% | 770 |
|
2016
Q4 | $8K | Hold |
55
| – | – | ﹤0.01% | 791 |
|
2016
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 784 |
|
2016
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 788 |
|
2016
Q1 | $9K | Hold |
55
| – | – | ﹤0.01% | 783 |
|
2015
Q4 | $9K | Hold |
55
| – | – | ﹤0.01% | 773 |
|
2015
Q3 | $9K | Hold |
55
| – | – | ﹤0.01% | 780 |
|
2015
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 774 |
|
2015
Q1 | $12K | Hold |
55
| – | – | ﹤0.01% | 775 |
|
2014
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 772 |
|
2014
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 779 |
|
2014
Q2 | $11K | Hold |
55
| – | – | ﹤0.01% | 785 |
|
2014
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 799 |
|
2013
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 745 |
|
2013
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 756 |
|
2013
Q2 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 757 |
|