Bank of Montreal
AMSG

Bank of Montreal’s Amsurg Corp AMSG Stock Holding History

Bank of Montreal’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
-451,801
Closed -$30.3M – 4322
2016
Q3 		$30.3M Sell
451,801
-14,375
-3% -$1M 0.03% 425
2016
Q2 		$36.1M Sell
466,176
-66,844
-13% -$5.17M 0.04% 367
2016
Q1 		$39.8M Buy
533,020
+295,926
+125% +$20.8M 0.04% 299
2015
Q4 		$18M Buy
237,094
+203,022
+596% +$16.1M 0.02% 523
2015
Q3 		$2.65M Sell
34,072
-37,400
-52% -$2.89M ﹤0.01% 1182
2015
Q2 		$5M Buy
71,472
+24,878
+53% +$1.66M 0.01% 1058
2015
Q1 		$2.87M Sell
46,594
-1,706
-4% -$98.5K ﹤0.01% 1226
2014
Q4 		$2.64M Buy
48,300
+33,389
+224% +$1.7M ﹤0.01% 1289
2014
Q3 		$746K Sell
14,911
-958
-6% -$47.8K ﹤0.01% 1904
2014
Q2 		$722K Sell
15,869
-853
-5% -$39.2K ﹤0.01% 1905
2014
Q1 		$788K Buy
16,722
+127
+0.8% +$5.6K ﹤0.01% 1794
2013
Q4 		$762K Buy
16,595
+51
+0.3% +$2.25K ﹤0.01% 1609
2013
Q3 		$657K Sell
16,544
-16,952
-51% -$658K ﹤0.01% 1664
2013
Q2 		$1.18M Buy
+33,496
New +$1.16M ﹤0.01% 1325

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 $424B AUM 22.94% 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

Bank of Montreal's AMSG Position: Q4 2016 in Review

Bank of Montreal sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 451,801 shares — an estimated $30.3M sold.

Bank of Montreal first reported a position in AMSG in Q2 2013 and held it in 14 quarters. The position peaked at $39.8M in Q1 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Bank of Montreal reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Bank of Montreal sold 451,801 Amsurg Corp shares in Q4 2016, an estimated $30.3M.
  • Bank of Montreal first reported a position in Amsurg Corp in Q2 2013 and held it in 14 quarters.
  • Bank of Montreal's Amsurg Corp position peaked at $39.8M in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Bank of Montreal's 13F filing for Q4 2016, filed 6 Feb 2017.