AWM
ASXC

AE Wealth Management’s Asensus Surgical, Inc. ASXC Stock Holding History

AE Wealth Management’s Portfolio ASXC Stock Details ASXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,540
Closed -$145K – 506
2018
Q1 		$145K Sell
6,540
-3,480
-35% -$79.6K 0.01% 422
2017
Q4 		$251K Buy
10,020
+1,865
+23% +$57.4K 0.02% 354
2017
Q3 		$152K Buy
8,155
+1,236
+18% +$14.4K 0.01% 387
2017
Q2 		$64K Hold
6,919
– – 0.01% 377
2017
Q1 		$109K Buy
+6,919
New +$120K 0.02% 266

Other funds holding ASXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's ASXC Position: Q2 2018 in Review

AE Wealth Management sold out of Asensus Surgical, Inc. (ASXC) in Q2 2018, closing a stake of 6,540 shares — an estimated $145K sold.

AE Wealth Management first reported a position in ASXC in Q1 2017 and held it in 5 quarters. The position peaked at $251K in Q4 2017. 132 funds tracked by Wall St. Rank hold ASXC as of Q2 2018.

  • AE Wealth Management reported no remaining Asensus Surgical, Inc. position as of Q2 2018 after selling out during the quarter.
  • AE Wealth Management sold 6,540 Asensus Surgical, Inc. shares in Q2 2018, an estimated $145K.
  • AE Wealth Management first reported a position in Asensus Surgical, Inc. in Q1 2017 and held it in 5 quarters.
  • AE Wealth Management's Asensus Surgical, Inc. position peaked at $251K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q2 2018.

Based on AE Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.