WP Advisors’s Affiliated Managers Group AMG Stock Holding History

WP Advisors’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
2019 Q2	–	Sell	-203	Closed	-$217	–	69
2019 Q1	$217	Buy	+203	New	+$21.6K	0.02%	170
2018 Q4	–	Sell	-202	Closed	-$28K	–	71
2018 Q3	$28K	Buy	202 +1	+0.5%	+$148	0.03%	158
2018 Q2	$30K	Buy	+201	New	+$33.1K	0.03%	157

Other funds holding AMG

EIG

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

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

WP Advisors's AMG Position: Q2 2019 in Review

WP Advisors sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 203 shares — an estimated $217 sold.

WP Advisors first reported a position in AMG in Q2 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2018. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

WP Advisors reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 203 Affiliated Managers Group shares in Q2 2019, an estimated $217.
WP Advisors first reported a position in Affiliated Managers Group in Q2 2018 and held it in 3 quarters.
WP Advisors's Affiliated Managers Group position peaked at $30K in Q2 2018.
389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.