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WHV Investments’s Affiliated Managers Group AMG Stock Holding History

WHV Investments’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
-10,949
Closed -$2.38M – 152
2013
Q4 		$2.38M Sell
10,949
-18,935
-63% -$3.78M 0.02% 139
2013
Q3 		$5.46M Sell
29,884
-2,766
-8% -$491K 0.05% 145
2013
Q2 		$5.35M Buy
+32,650
New +$5.16M 0.06% 143

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

WHV Investments's AMG Position: Q1 2014 in Review

WHV Investments sold out of Affiliated Managers Group (AMG) in Q1 2014, closing a stake of 10,949 shares — an estimated $2.38M sold.

WHV Investments first reported a position in AMG in Q2 2013 and held it in 3 quarters. The position peaked at $5.46M in Q3 2013. 455 funds tracked by Wall St. Rank hold AMG as of Q1 2014.

  • WHV Investments reported no remaining Affiliated Managers Group position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 10,949 Affiliated Managers Group shares in Q1 2014, an estimated $2.38M.
  • WHV Investments first reported a position in Affiliated Managers Group in Q2 2013 and held it in 3 quarters.
  • WHV Investments's Affiliated Managers Group position peaked at $5.46M in Q3 2013.
  • 455 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.