Kanaly Trust’s Amsurg Corp AMSG Stock Holding History

Kanaly Trust’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
2014 Q4	–	Sell	-70	Closed	-$4K	–	833
2014 Q3	$4K	Buy	+70	New	+$3.5K	﹤0.01%	590

Other funds holding AMSG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's AMSG Position: Q4 2014 in Review

Kanaly Trust sold out of Amsurg Corp (AMSG) in Q4 2014, closing a stake of 70 shares — an estimated $4K sold.

Kanaly Trust first reported a position in AMSG in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 217 funds tracked by Wall St. Rank hold AMSG as of Q4 2014.

Kanaly Trust reported no remaining Amsurg Corp position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 70 Amsurg Corp shares in Q4 2014, an estimated $4K.
Kanaly Trust first reported a position in Amsurg Corp in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Amsurg Corp position peaked at $4K in Q3 2014.
217 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.