WhitTier Trust Company’s Affiliated Managers Group AMG Stock Holding History

WhitTier Trust Company’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
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%	-$4.48K	﹤0.01%	833
2017 Q4	$16K	Hold	78	–	–	﹤0.01%	740
2017 Q3	$15K	Buy	78 +23	+42%	+$4.09K	﹤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	+$8.7K	﹤0.01%	757

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

WhitTier Trust Company's AMG Position: Q1 2020 in Review

WhitTier Trust Company sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 55 shares — an estimated $5K sold.

WhitTier Trust Company first reported a position in AMG in Q2 2013 and held it in 27 quarters. The position peaked at $16K in Q4 2017. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

WhitTier Trust Company reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
WhitTier Trust Company sold 55 Affiliated Managers Group shares in Q1 2020, an estimated $5K.
WhitTier Trust Company first reported a position in Affiliated Managers Group in Q2 2013 and held it in 27 quarters.
WhitTier Trust Company's Affiliated Managers Group position peaked at $16K in Q4 2017.
295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on WhitTier Trust Company's 13F filing for Q1 2020, filed 27 Apr 2020.