Wright Investors Service’s Affiliated Managers Group AMG Stock Holding History

Wright Investors Service’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
2017 Q2	–	Sell	-4,160	Closed	-$682K	–	227
2017 Q1	$682K	Buy	4,160 +365	+10%	+$57.8K	0.28%	112
2016 Q4	$551K	Buy	3,795 +1,165	+44%	+$169K	0.24%	136
2016 Q3	$381K	Sell	2,630 -95	-3%	-$13.6K	0.16%	167
2016 Q2	$384K	Hold	2,725	–	–	0.16%	171
2016 Q1	$443K	Buy	+2,725	New	+$380K	0.18%	159
2015 Q1	–	Sell	-1,285	Closed	-$273K	–	208
2014 Q4	$273K	Buy	+1,285	New	+$255K	0.13%	183
2014 Q3	–	Sell	-1,210	Closed	-$249K	–	199
2014 Q2	$249K	Sell	1,210 -1,830	-60%	-$354K	0.11%	191
2014 Q1	$608K	Sell	3,040 -270	-8%	-$53K	0.27%	125
2013 Q4	$718K	Sell	3,310 -180	-5%	-$35.9K	0.32%	103
2013 Q3	$637K	Buy	3,490 +239	+7%	+$42.4K	0.29%	114
2013 Q2	$533K	Buy	+3,251	New	+$514K	0.25%	122

Other funds holding AMG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

ACM

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

EIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wright Investors Service's AMG Position: Q2 2017 in Review

Wright Investors Service sold out of Affiliated Managers Group (AMG) in Q2 2017, closing a stake of 4,160 shares — an estimated $682K sold.

Wright Investors Service first reported a position in AMG in Q2 2013 and held it in 11 quarters. The position peaked at $718K in Q4 2013. 481 funds tracked by Wall St. Rank hold AMG as of Q2 2017.

Wright Investors Service reported no remaining Affiliated Managers Group position as of Q2 2017 after selling out during the quarter.
Wright Investors Service sold 4,160 Affiliated Managers Group shares in Q2 2017, an estimated $682K.
Wright Investors Service first reported a position in Affiliated Managers Group in Q2 2013 and held it in 11 quarters.
Wright Investors Service's Affiliated Managers Group position peaked at $718K in Q4 2013.
481 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2017.

Based on Wright Investors Service's 13F filing for Q2 2017, filed 21 Jul 2017.