CFA
AMSG

Carroll Financial Associates’s Amsurg Corp AMSG Stock Holding History

Carroll Financial Associates’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
2015
Q2 		– Sell
-514
Closed -$32K – 1164
2015
Q1 		$32K Buy
+514
New +$29.7K 0.01% 345

Other funds holding AMSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carroll Financial Associates's AMSG Position: Q2 2015 in Review

Carroll Financial Associates sold out of Amsurg Corp (AMSG) in Q2 2015, closing a stake of 514 shares — an estimated $32K sold.

Carroll Financial Associates first reported a position in AMSG in Q1 2015 and held it in 1 quarter. The position peaked at $32K in Q1 2015. 263 funds tracked by Wall St. Rank hold AMSG as of Q2 2015.

  • Carroll Financial Associates reported no remaining Amsurg Corp position as of Q2 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 514 Amsurg Corp shares in Q2 2015, an estimated $32K.
  • Carroll Financial Associates first reported a position in Amsurg Corp in Q1 2015 and held it in 1 quarter.
  • Carroll Financial Associates's Amsurg Corp position peaked at $32K in Q1 2015.
  • 263 funds tracked by Wall St. Rank held Amsurg Corp as of Q2 2015.

Based on Carroll Financial Associates's 13F filing for Q2 2015, filed 3 Aug 2015.