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Wilbanks Smith & Thomas Asset Management’s Affiliated Managers Group AMG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-310
Closed -$42K – 387
2018
Q3 		$42K Buy
+310
New +$45.8K ﹤0.01% 717

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AMG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 310 shares — an estimated $42K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AMG in Q3 2018 and held it in 1 quarter. The position peaked at $42K in Q3 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 310 Affiliated Managers Group shares in Q4 2018, an estimated $42K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Affiliated Managers Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Affiliated Managers Group position peaked at $42K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.