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FineMark National Bank & Trust’s Surgery Partners SGRY Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-100
Closed -$2K – 896
2016
Q4 		$2K Hold
100
– – ﹤0.01% 1179
2016
Q3 		$2K Buy
+100
New +$1.84K ﹤0.01% 1192

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

FineMark National Bank & Trust's SGRY Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Surgery Partners (SGRY) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SGRY in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 86 funds tracked by Wall St. Rank hold SGRY as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Surgery Partners position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 100 Surgery Partners shares in Q1 2017, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Surgery Partners in Q3 2016 and held it in 2 quarters.
  • FineMark National Bank & Trust's Surgery Partners position peaked at $2K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.