LPL Financial
AMSG

LPL Financial’s Amsurg Corp AMSG Stock Holding History

LPL Financial’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
-4,399
Closed -$291K – 2851
2016
Q3 		$291K Sell
4,399
-111
-2% -$7.75K ﹤0.01% 2148
2016
Q2 		$343K Sell
4,510
-2,922
-39% -$226K ﹤0.01% 1977
2016
Q1 		$558K Sell
7,432
-1,018
-12% -$71.7K ﹤0.01% 2091
2015
Q4 		$652K Buy
8,450
+1,324
+19% +$105K ﹤0.01% 2007
2015
Q3 		$568K Sell
7,126
-2,064
-22% -$159K ﹤0.01% 1682
2015
Q2 		$648K Buy
9,190
+4,519
+97% +$302K ﹤0.01% 1694
2015
Q1 		$284K Buy
4,671
+1,016
+28% +$58.6K ﹤0.01% 2296
2014
Q4 		$200K Buy
+3,655
New +$186K ﹤0.01% 2506

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

LPL Financial's AMSG Position: Q4 2016 in Review

LPL Financial sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 4,399 shares — an estimated $291K sold.

LPL Financial first reported a position in AMSG in Q4 2014 and held it in 8 quarters. The position peaked at $652K in Q4 2015. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • LPL Financial reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 4,399 Amsurg Corp shares in Q4 2016, an estimated $291K.
  • LPL Financial first reported a position in Amsurg Corp in Q4 2014 and held it in 8 quarters.
  • LPL Financial's Amsurg Corp position peaked at $652K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.