IWA
ASXC

IBEX Wealth Advisors’s Asensus Surgical, Inc. ASXC Stock Holding History

IBEX Wealth Advisors’s Portfolio ASXC Stock Details ASXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$1K – 411
2016
Q4 		$1K Buy
+50
New +$1.02K ﹤0.01% 451

Other funds holding ASXC

AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IBT
International Biotechnology Trust London, United Kingdom $297M AUM 17.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's ASXC Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Asensus Surgical, Inc. (ASXC) in Q1 2017, closing a stake of 50 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in ASXC in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 80 funds tracked by Wall St. Rank hold ASXC as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Asensus Surgical, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 50 Asensus Surgical, Inc. shares in Q1 2017, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Asensus Surgical, Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Asensus Surgical, Inc. position peaked at $1K in Q4 2016.
  • 80 funds tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.