OWP
AMSG

Obermeyer Wealth Partners’s Amsurg Corp AMSG Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-553
Closed -$19K – 336
2013
Q2 		$19K Buy
+553
New +$19.2K 0.01% 202

Other funds holding AMSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Obermeyer Wealth Partners's AMSG Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Amsurg Corp (AMSG) in Q3 2013, closing a stake of 553 shares — an estimated $19K sold.

Obermeyer Wealth Partners first reported a position in AMSG in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 143 funds tracked by Wall St. Rank hold AMSG as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Amsurg Corp position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 553 Amsurg Corp shares in Q3 2013, an estimated $19K.
  • Obermeyer Wealth Partners first reported a position in Amsurg Corp in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Amsurg Corp position peaked at $19K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held Amsurg Corp as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.