WIL
AMG icon

Winifred I. Li’s Affiliated Managers Group AMG Stock Holding History

Winifred I. Li’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
Q4 		$1K Buy
+5
New +$993 ﹤0.01% 490

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Winifred I. Li's AMG Position: Q4 2014 in Review

Winifred I. Li opened a new position in Affiliated Managers Group (AMG) in Q4 2014: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings.

477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Winifred I. Li held 5 shares of Affiliated Managers Group worth $1K as of Q4 2014.
  • Affiliated Managers Group was a new Winifred I. Li position in Q4 2014.
  • Affiliated Managers Group made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #490 holding.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.