XS
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XML Securities’s Affiliated Managers Group AMG Stock Holding History

XML Securities’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
Q1 		– Sell
-1,064
Closed -$218K – 71
2017
Q4 		$218K Buy
+1,064
New +$206K 0.28% 62

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

XML Securities's AMG Position: Q1 2018 in Review

XML Securities sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 1,064 shares — an estimated $218K sold.

XML Securities first reported a position in AMG in Q4 2017 and held it in 1 quarter. The position peaked at $218K in Q4 2017. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

  • XML Securities reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
  • XML Securities sold 1,064 Affiliated Managers Group shares in Q1 2018, an estimated $218K.
  • XML Securities first reported a position in Affiliated Managers Group in Q4 2017 and held it in 1 quarter.
  • XML Securities's Affiliated Managers Group position peaked at $218K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.