AFFILIATED MANAGERS GROUP's ticker is and the CUSIP is 8252108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $818,000 | +29.4% | 5,652 | +25.9% | 0.10% | +14.4% |
| Q2 2016 | $632,000 | -26.9% | 4,488 | -15.6% | 0.09% | -21.1% |
| Q1 2016 | $864,000 | +37.1% | 5,320 | +34.9% | 0.11% | +54.1% |
| Q4 2015 | $630,000 | +13.3% | 3,945 | +21.4% | 0.07% | +15.6% |
| Q3 2015 | $556,000 | -37.7% | 3,249 | -20.5% | 0.06% | -29.7% |
| Q2 2015 | $893,000 | -18.6% | 4,087 | -20.0% | 0.09% | -15.7% |
| Q1 2015 | $1,097,000 | +3.9% | 5,107 | +2.6% | 0.11% | +10.2% |
| Q4 2014 | $1,056,000 | 0.0% | 4,977 | -5.6% | 0.10% | -1.0% |
| Q3 2014 | $1,056,000 | -22.4% | 5,270 | -20.5% | 0.10% | -18.2% |
| Q2 2014 | $1,361,000 | +2.1% | 6,628 | -0.5% | 0.12% | -4.0% |
| Q1 2014 | $1,333,000 | -10.5% | 6,663 | -2.9% | 0.13% | -8.7% |
| Q4 2013 | $1,489,000 | +18.3% | 6,865 | -0.4% | 0.14% | +17.9% |
| Q3 2013 | $1,259,000 | +15.4% | 6,895 | +3.6% | 0.12% | +2.6% |
| Q2 2013 | $1,091,000 | – | 6,657 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 13,048 | $1,888,000 | 1.72% |
| MONTAGE INVESTMENTS, LLC | 8,094 | $1,171,000 | 0.64% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 7,855 | $1,224,000 | 0.23% |
| EMERALD ADVISERS, LLC | 23,086 | $3,341,000 | 0.15% |
| WEATHERBIE CAPITAL, LLC | 5,652 | $818,000 | 0.10% |
| Ifrah Financial Services, Inc. | 1,716 | $248,000 | 0.10% |
| WADE G W & INC | 1,761 | $255,000 | 0.05% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1,451 | $210,000 | 0.01% |
| Pinkerton Retirement Specialists, LLC | 123 | $18,000 | 0.01% |
| Gemmer Asset Management LLC | 75 | $11,000 | 0.01% |