Campbell Newman Asset Management’s Surgery Partners SGRY Stock Holding History

Campbell Newman Asset Management’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 Q1	–	Sell	-17,618	Closed	-$213K	–	132
2017 Q4	$213K	Buy	17,618 +3,108	+21%	+$29.7K	0.04%	126
2017 Q3	$150K	Buy	14,510 +1,861	+15%	+$26.6K	0.03%	128
2017 Q2	$288K	Buy	12,649 +586	+5%	+$12K	0.05%	106
2017 Q1	$235K	Buy	+12,063	New	+$234K	0.04%	110

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

AAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

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

Campbell Newman Asset Management's SGRY Position: Q1 2018 in Review

Campbell Newman Asset Management sold out of Surgery Partners (SGRY) in Q1 2018, closing a stake of 17,618 shares — an estimated $213K sold.

Campbell Newman Asset Management first reported a position in SGRY in Q1 2017 and held it in 4 quarters. The position peaked at $288K in Q2 2017. 83 funds tracked by Wall St. Rank hold SGRY as of Q1 2018.

Campbell Newman Asset Management reported no remaining Surgery Partners position as of Q1 2018 after selling out during the quarter.
Campbell Newman Asset Management sold 17,618 Surgery Partners shares in Q1 2018, an estimated $213K.
Campbell Newman Asset Management first reported a position in Surgery Partners in Q1 2017 and held it in 4 quarters.
Campbell Newman Asset Management's Surgery Partners position peaked at $288K in Q2 2017.
83 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2018.

Based on Campbell Newman Asset Management's 13F filing for Q1 2018, filed 25 Apr 2018.