Bridgeworth’s Surgery Partners SGRY Stock Holding History

Bridgeworth’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-500	Closed	-$7K	–	462
2018 Q2	$7K	Buy	+500	New	+$8.38K	﹤0.01%	476

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeworth's SGRY Position: Q3 2018 in Review

Bridgeworth sold out of Surgery Partners (SGRY) in Q3 2018, closing a stake of 500 shares — an estimated $7K sold.

Bridgeworth first reported a position in SGRY in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 79 funds tracked by Wall St. Rank hold SGRY as of Q3 2018.

Bridgeworth reported no remaining Surgery Partners position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 500 Surgery Partners shares in Q3 2018, an estimated $7K.
Bridgeworth first reported a position in Surgery Partners in Q2 2018 and held it in 1 quarter.
Bridgeworth's Surgery Partners position peaked at $7K in Q2 2018.
79 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.