JGIA
AMSG

Jackson Grant Investment Advisers’s Amsurg Corp AMSG Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-465
Closed -$36K – 177
2016
Q2 		$36K Buy
+465
New +$36K 0.03% 123

Other funds holding AMSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Grant Investment Advisers's AMSG Position: Q3 2016 in Review

Jackson Grant Investment Advisers sold out of Amsurg Corp (AMSG) in Q3 2016, closing a stake of 465 shares — an estimated $36K sold.

Jackson Grant Investment Advisers first reported a position in AMSG in Q2 2016 and held it in 1 quarter. The position peaked at $36K in Q2 2016. 305 funds tracked by Wall St. Rank hold AMSG as of Q3 2016.

  • Jackson Grant Investment Advisers reported no remaining Amsurg Corp position as of Q3 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 465 Amsurg Corp shares in Q3 2016, an estimated $36K.
  • Jackson Grant Investment Advisers first reported a position in Amsurg Corp in Q2 2016 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Amsurg Corp position peaked at $36K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held Amsurg Corp as of Q3 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2016, filed 14 Nov 2016.