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Perigon Wealth Management’s Surgery Partners SGRY Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-100
Closed -$2K – 530
2018
Q1 		$2K Hold
100
– – ﹤0.01% 597
2017
Q4 		$1K Hold
100
– – ﹤0.01% 594
2017
Q3 		$1K Buy
+100
New +$1.43K ﹤0.01% 630

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Perigon Wealth Management's SGRY Position: Q2 2018 in Review

Perigon Wealth Management sold out of Surgery Partners (SGRY) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

Perigon Wealth Management first reported a position in SGRY in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 82 funds tracked by Wall St. Rank hold SGRY as of Q2 2018.

  • Perigon Wealth Management reported no remaining Surgery Partners position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 100 Surgery Partners shares in Q2 2018, an estimated $2K.
  • Perigon Wealth Management first reported a position in Surgery Partners in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Surgery Partners position peaked at $2K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.