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MSI Financial Services’s Surgery Partners SGRY Stock Holding History

MSI Financial Services’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$0 Hold
12
– – ﹤0.01% 3984
2016
Q3 		$0 Hold
12
– – ﹤0.01% 4005
2016
Q2 		$0 Hold
12
– – ﹤0.01% 4069
2016
Q1 		$0 Hold
12
– – ﹤0.01% 4078
2015
Q4 		$0 Buy
+12
New +$229 ﹤0.01% 3955

Other funds holding SGRY

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

MSI Financial Services's SGRY Position: Q4 2016 in Review

MSI Financial Services held its Surgery Partners (SGRY) position steady in Q4 2016 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

MSI Financial Services first reported a position in SGRY in Q4 2015 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold SGRY as of Q4 2016.

  • MSI Financial Services held 12 shares of Surgery Partners worth $0 as of Q4 2016.
  • MSI Financial Services left its Surgery Partners share count unchanged in Q4 2016.
  • Surgery Partners made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3984 holding.
  • MSI Financial Services first reported a position in Surgery Partners in Q4 2015 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.