Creative Planning
AMSG

Creative Planning’s Amsurg Corp AMSG Stock Holding History

Creative Planning’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
-367
Closed -$25K – 5056
2016
Q3 		$25K Sell
367
-726
-66% -$50.7K ﹤0.01% 2915
2016
Q2 		$85K Sell
1,093
-179
-14% -$13.8K ﹤0.01% 1779
2016
Q1 		$95K Buy
1,272
+882
+226% +$62.1K ﹤0.01% 1669
2015
Q4 		$30K Sell
390
-73
-16% -$5.78K ﹤0.01% 2552
2015
Q3 		$36K Buy
+463
New +$35.7K ﹤0.01% 2308
2015
Q2 		– Sell
-630
Closed -$39K – 3800
2015
Q1 		$39K Buy
630
+150
+31% +$8.66K ﹤0.01% 2208
2014
Q4 		$26K Buy
480
+436
+991% +$22.2K ﹤0.01% 2483
2014
Q3 		$2K Buy
+44
New +$2.2K ﹤0.01% 3739

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 $374B AUM 17.66% 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

Creative Planning's AMSG Position: Q4 2016 in Review

Creative Planning sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 367 shares — an estimated $25K sold.

Creative Planning first reported a position in AMSG in Q3 2014 and held it in 8 quarters. The position peaked at $95K in Q1 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Creative Planning reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 367 Amsurg Corp shares in Q4 2016, an estimated $25K.
  • Creative Planning first reported a position in Amsurg Corp in Q3 2014 and held it in 8 quarters.
  • Creative Planning's Amsurg Corp position peaked at $95K in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.