HR
AMSG

Howe & Rusling’s Amsurg Corp AMSG Stock Holding History

Howe & Rusling’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
-9,800
Closed -$657K – 1111
2016
Q3 		$657K Buy
9,800
+1,105
+13% +$77.2K 0.14% 85
2016
Q2 		$674K Buy
8,695
+65
+0.8% +$5.03K 0.15% 86
2016
Q1 		$644K Sell
8,630
-460
-5% -$32.4K 0.15% 86
2015
Q4 		$691K Buy
9,090
+55
+0.6% +$4.36K 0.16% 86
2015
Q3 		$702K Sell
9,035
-800
-8% -$61.7K 0.17% 79
2015
Q2 		$688K Sell
9,835
-40
-0.4% -$2.67K 0.15% 90
2015
Q1 		$608K Hold
9,875
– – 0.14% 101
2014
Q4 		$540K Buy
9,875
+8,075
+449% +$412K 0.13% 105
2014
Q3 		$90K Buy
+1,800
New +$89.9K 0.02% 214

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

Howe & Rusling's AMSG Position: Q4 2016 in Review

Howe & Rusling sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 9,800 shares — an estimated $657K sold.

Howe & Rusling first reported a position in AMSG in Q3 2014 and held it in 9 quarters. The position peaked at $702K in Q3 2015. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Howe & Rusling reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Howe & Rusling sold 9,800 Amsurg Corp shares in Q4 2016, an estimated $657K.
  • Howe & Rusling first reported a position in Amsurg Corp in Q3 2014 and held it in 9 quarters.
  • Howe & Rusling's Amsurg Corp position peaked at $702K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Howe & Rusling's 13F filing for Q4 2016, filed 20 Jan 2017.