Yorktown Management & Research Company’s Affiliated Managers Group AMG Stock Holding History

Yorktown Management & Research Company’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
2015 Q4	–	Sell	-1,300	Closed	-$222K	–	392
2015 Q3	$222K	Hold	1,300	–	–	0.04%	384
2015 Q2	$284K	Hold	1,300	–	–	0.05%	279
2015 Q1	$279K	Hold	1,300	–	–	0.05%	259
2014 Q4	$276K	Hold	1,300	–	–	0.06%	207
2014 Q3	$260K	Hold	1,300	–	–	0.05%	234
2014 Q2	$267K	Buy	+1,300	New	+$251K	0.05%	273

Other funds holding AMG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Yorktown Management & Research Company's AMG Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of Affiliated Managers Group (AMG) in Q4 2015, closing a stake of 1,300 shares — an estimated $222K sold.

Yorktown Management & Research Company first reported a position in AMG in Q2 2014 and held it in 6 quarters. The position peaked at $284K in Q2 2015. 470 funds tracked by Wall St. Rank hold AMG as of Q4 2015.

Yorktown Management & Research Company reported no remaining Affiliated Managers Group position as of Q4 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 1,300 Affiliated Managers Group shares in Q4 2015, an estimated $222K.
Yorktown Management & Research Company first reported a position in Affiliated Managers Group in Q2 2014 and held it in 6 quarters.
Yorktown Management & Research Company's Affiliated Managers Group position peaked at $284K in Q2 2015.
470 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.