JMPWA
AMSG

JP Morgan Private Wealth Advisors’s Amsurg Corp AMSG Stock Holding History

JP Morgan Private Wealth Advisors’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
-3,478
Closed -$233K – 1336
2016
Q3 		$233K Buy
+3,478
New +$243K ﹤0.01% 1089
2015
Q3 		– Sell
-3,819
Closed -$267K – 1196
2015
Q2 		$267K Sell
3,819
-521
-12% -$34.8K ﹤0.01% 885
2015
Q1 		$267K Buy
4,340
+518
+14% +$29.9K ﹤0.01% 935
2014
Q4 		$209K Buy
+3,822
New +$195K ﹤0.01% 985

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

JP Morgan Private Wealth Advisors's AMSG Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 3,478 shares — an estimated $233K sold.

JP Morgan Private Wealth Advisors first reported a position in AMSG in Q4 2014 and held it in 4 quarters. The position peaked at $267K in Q2 2015. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,478 Amsurg Corp shares in Q4 2016, an estimated $233K.
  • JP Morgan Private Wealth Advisors first reported a position in Amsurg Corp in Q4 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Amsurg Corp position peaked at $267K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.