OA
AMSG

Oak Associates’s Amsurg Corp AMSG Stock Holding History

Oak Associates’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
-5,835
Closed -$349K – 178
2016
Q3 		$349K Hold
5,835
– – 0.04% 151
2016
Q2 		$452K Hold
5,835
– – 0.05% 129
2016
Q1 		$435K Sell
5,835
-4,715
-45% -$332K 0.05% 129
2015
Q4 		$802K Hold
10,550
– – 0.1% 112
2015
Q3 		$820K Hold
10,550
– – 0.11% 108
2015
Q2 		$738K Hold
10,550
– – 0.09% 121
2015
Q1 		$649K Hold
10,550
– – 0.08% 124
2014
Q4 		$577K Hold
10,550
– – 0.07% 128
2014
Q3 		$528K Sell
10,550
-50
-0.5% -$2.5K 0.07% 134
2014
Q2 		$483K Hold
10,600
– – 0.06% 132
2014
Q1 		$499K Buy
+10,600
New +$467K 0.06% 129

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

Oak Associates's AMSG Position: Q4 2016 in Review

Oak Associates sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 5,835 shares — an estimated $349K sold.

Oak Associates first reported a position in AMSG in Q1 2014 and held it in 11 quarters. The position peaked at $820K in Q3 2015. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Oak Associates reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Oak Associates sold 5,835 Amsurg Corp shares in Q4 2016, an estimated $349K.
  • Oak Associates first reported a position in Amsurg Corp in Q1 2014 and held it in 11 quarters.
  • Oak Associates's Amsurg Corp position peaked at $820K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Oak Associates's 13F filing for Q4 2016, filed 8 Feb 2017.