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Montag & Caldwell’s Pediatrix Medical MD Stock Holding History

Montag & Caldwell’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,150
Closed -$805K – 92
2016
Q3 		$805K Sell
12,150
-750
-6% -$51.3K 0.02% 58
2016
Q2 		$934K Buy
12,900
+60
+0.5% +$4.13K 0.02% 49
2016
Q1 		$830K Sell
12,840
-45
-0.3% -$2.98K 0.02% 61
2015
Q4 		$923K Buy
12,885
+248
+2% +$18.3K 0.02% 51
2015
Q3 		$970K Buy
12,637
+280
+2% +$22.6K 0.02% 47
2015
Q2 		$916K Sell
12,357
-820
-6% -$59K 0.01% 56
2015
Q1 		$955K Buy
13,177
+537
+4% +$37.3K 0.01% 63
2014
Q4 		$836K Sell
12,640
-1,050
-8% -$64.1K 0.01% 64
2014
Q3 		$750K Sell
13,690
-6,690
-33% -$380K 0.01% 64
2014
Q2 		$1.19M Buy
20,380
+6,160
+43% +$362K 0.01% 58
2014
Q1 		$881K Sell
14,220
-120
-0.8% -$6.98K 0.01% 76
2013
Q4 		$765K Sell
14,340
-1,380
-9% -$74.1K 0.01% 81
2013
Q3 		$789K Buy
15,720
+7,880
+101% +$385K 0.01% 83
2013
Q2 		$359K Buy
+7,840
New +$351K ﹤0.01% 93

Other funds holding MD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Montag & Caldwell's MD Position: Q4 2016 in Review

Montag & Caldwell sold out of Pediatrix Medical (MD) in Q4 2016, closing a stake of 12,150 shares — an estimated $805K sold.

Montag & Caldwell first reported a position in MD in Q2 2013 and held it in 14 quarters. The position peaked at $1.19M in Q2 2014. 383 funds tracked by Wall St. Rank hold MD as of Q4 2016.

  • Montag & Caldwell reported no remaining Pediatrix Medical position as of Q4 2016 after selling out during the quarter.
  • Montag & Caldwell sold 12,150 Pediatrix Medical shares in Q4 2016, an estimated $805K.
  • Montag & Caldwell first reported a position in Pediatrix Medical in Q2 2013 and held it in 14 quarters.
  • Montag & Caldwell's Pediatrix Medical position peaked at $1.19M in Q2 2014.
  • 383 funds tracked by Wall St. Rank held Pediatrix Medical as of Q4 2016.

Based on Montag & Caldwell's 13F filing for Q4 2016, filed 7 Feb 2017.