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Gradient Investments’s Surgery Partners SGRY Stock Holding History

Gradient Investments’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
-18,132
Closed -$287K – 826
2016
Q4 		$287K Buy
+18,132
New +$301K 0.03% 164

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

Gradient Investments's SGRY Position: Q1 2017 in Review

Gradient Investments sold out of Surgery Partners (SGRY) in Q1 2017, closing a stake of 18,132 shares — an estimated $287K sold.

Gradient Investments first reported a position in SGRY in Q4 2016 and held it in 1 quarter. The position peaked at $287K in Q4 2016. 86 funds tracked by Wall St. Rank hold SGRY as of Q1 2017.

  • Gradient Investments reported no remaining Surgery Partners position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 18,132 Surgery Partners shares in Q1 2017, an estimated $287K.
  • Gradient Investments first reported a position in Surgery Partners in Q4 2016 and held it in 1 quarter.
  • Gradient Investments's Surgery Partners position peaked at $287K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.