MFW
AMSG

Mosaic Family Wealth’s Amsurg Corp AMSG Stock Holding History

Mosaic Family Wealth’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
-44
Closed -$3K – 775
2016
Q3 		$3K Hold
44
– – ﹤0.01% 667
2016
Q2 		$4K Hold
44
– – ﹤0.01% 646
2016
Q1 		$3K Sell
44
-7
-14% -$493 ﹤0.01% 682
2015
Q4 		$3K Buy
+51
New +$4.04K ﹤0.01% 665

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

Mosaic Family Wealth's AMSG Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 44 shares — an estimated $3K sold.

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

  • Mosaic Family Wealth reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 44 Amsurg Corp shares in Q4 2016, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Amsurg Corp in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Amsurg Corp position peaked at $4K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.