Zimmer Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Zimmer Partners’s Portfolio AMK Stock Details AMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-31,000	Closed	-$808K	–	119
2019 Q3	$808K	Buy	+31,000	New	+$832K	0.01%	95

Other funds holding AMK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zimmer Partners's AMK Position: Q4 2019 in Review

Zimmer Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2019, closing a stake of 31,000 shares — an estimated $808K sold.

Zimmer Partners first reported a position in AMK in Q3 2019 and held it in 1 quarter. The position peaked at $808K in Q3 2019. 67 funds tracked by Wall St. Rank hold AMK as of Q4 2019.

Zimmer Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
Zimmer Partners sold 31,000 AssetMark Financial Holdings, Inc. shares in Q4 2019, an estimated $808K.
Zimmer Partners first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 1 quarter.
Zimmer Partners's AssetMark Financial Holdings, Inc. position peaked at $808K in Q3 2019.
67 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2019.

Based on Zimmer Partners's 13F filing for Q4 2019, filed 14 Feb 2020.