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Affiliated Managers Group

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Emerald Advisers, LLC
NEW
Shares23,086
Change+23,086
Value$3.3K
Filed 2016-10-27
Tillar-Wenstrup Advisors, LLC
NEW
Shares13,048
Change+13,048
Value$1.9K
Filed 2016-11-02
Montage Investments, LLC
NEW
Shares8,094
Change+8,094
Value$1.2K
Filed 2016-11-10
IQ EQ Fund Management (Ireland) Ltd
INCREASED
Shares7,855 from 6,753
Change+1,102 (+16%)
Value$1.2K (+$188)
Filed 2016-11-14
Weatherbie M A & Co Inc
INCREASED
Shares5,652 from 4,488
Change+1,164 (+26%)
Value$818 (+$186)
Filed 2016-11-15
Wade G W & Inc
NEW
Shares1,761
Change+1,761
Value$255
Filed 2016-11-01
Ifrah Financial Services, Inc.
NEW
Shares1,716
Change+1,716
Value$248
Filed 2016-11-07
Emerald Mutual Fund Advisers Trust
NEW
Shares1,451
Change+1,451
Value$210
Filed 2016-10-27
Pinkerton Wealth, LLC
INCREASED
Shares123 from 112
Change+11 (+10%)
Value$18 (+$2)
Filed 2016-11-14
Gemmer Asset Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11 ($0)
Filed 2016-10-17
Morris Capital Advisors, LLC
CLOSED
Shares0 from 22,528
Change-22,528 (-100%)
Value$0 (-$3.2K)
Filed 2016-11-14
Legacy Private Trust Co.
CLOSED
Shares0 from 6,735
Change-6,735 (-100%)
Value$0 (-$948)
Filed 2016-10-12
LMR Partners LLP
CLOSED
Shares0 from 5,773
Change-5,773 (-100%)
Value$0 (-$813)
Filed 2016-11-04
Community Trust & Investment Co
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$500)
Filed 2016-10-11
Archford Capital Strategies, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$54)
Filed 2016-11-14
Security National Trust Co
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$20)
Filed 2016-10-25
CWM, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$4)
Filed 2016-10-17
Status
Emerald Advisers, LLC
NEW23,086—+23,086——$3.3K—2016-10-27
Tillar-Wenstrup Advisors, LLC
NEW13,048—+13,048——$1.9K—2016-11-02
Montage Investments, LLC
NEW8,094—+8,094——$1.2K—2016-11-10
IQ EQ Fund Management (Ireland) Ltd
INCREASED7,8556,753+1,102+16%$1.0K$1.2K+$1882016-11-14
Weatherbie M A & Co Inc
INCREASED5,6524,488+1,164+26%$632$818+$1862016-11-15
Wade G W & Inc
NEW1,761—+1,761——$255—2016-11-01
Ifrah Financial Services, Inc.
NEW1,716—+1,716——$248—2016-11-07
Emerald Mutual Fund Advisers Trust
NEW1,451—+1,451——$210—2016-10-27
Pinkerton Wealth, LLC
INCREASED123112+11+10%$16$18+$22016-11-14
Gemmer Asset Management LLC
UNCHANGED757500%$11$11$02016-10-17
Morris Capital Advisors, LLC
CLOSED022,528-22,528-100%$3.2K$0-$3.2K2016-11-14
Legacy Private Trust Co.
CLOSED06,735-6,735-100%$948$0-$9482016-10-12
LMR Partners LLP
CLOSED05,773-5,773-100%$813$0-$8132016-11-04
Community Trust & Investment Co
CLOSED03,550-3,550-100%$500$0-$5002016-10-11
Archford Capital Strategies, LLC
CLOSED0385-385-100%$54$0-$542016-11-14
Security National Trust Co
CLOSED0144-144-100%$20$0-$202016-10-25
CWM, LLC
CLOSED027-27-100%$4$0-$42016-10-17
Showing 17 of 17 institutions