ADEF
AMSG

Adams Diversified Equity Fund’s Amsurg Corp AMSG Stock Holding History

Adams Diversified Equity Fund’s Portfolio AMSG Stock Details AMSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,100
Closed -$395K – 258
2016
Q3 		$395K Hold
5,100
– – 0.03% 126
2016
Q2 		$395K Buy
+5,100
New +$394K 0.03% 126

Other funds holding AMSG

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Adams Diversified Equity Fund's AMSG Position: Q4 2016 in Review

Adams Diversified Equity Fund sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 5,100 shares — an estimated $395K sold.

Adams Diversified Equity Fund first reported a position in AMSG in Q2 2016 and held it in 2 quarters. The position peaked at $395K in Q3 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Adams Diversified Equity Fund reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 5,100 Amsurg Corp shares in Q4 2016, an estimated $395K.
  • Adams Diversified Equity Fund first reported a position in Amsurg Corp in Q2 2016 and held it in 2 quarters.
  • Adams Diversified Equity Fund's Amsurg Corp position peaked at $395K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2016, filed 14 Feb 2017.