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Phoenix Investment Adviser’s Surgery Partners SGRY Stock Holding History

Phoenix Investment Adviser’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
Q1 		– Sell
-95,290
Closed -$1.15M – 46
2017
Q4 		$1.15M Buy
95,290
+23,400
+33% +$224K 1.1% 13
2017
Q3 		$744K Buy
+71,890
New +$1.03M 0.58% 26

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Phoenix Investment Adviser's SGRY Position: Q1 2018 in Review

Phoenix Investment Adviser sold out of Surgery Partners (SGRY) in Q1 2018, closing a stake of 95,290 shares — an estimated $1.15M sold.

Phoenix Investment Adviser first reported a position in SGRY in Q3 2017 and held it in 2 quarters. The position peaked at $1.15M in Q4 2017. 83 funds tracked by Wall St. Rank hold SGRY as of Q1 2018.

  • Phoenix Investment Adviser reported no remaining Surgery Partners position as of Q1 2018 after selling out during the quarter.
  • Phoenix Investment Adviser sold 95,290 Surgery Partners shares in Q1 2018, an estimated $1.15M.
  • Phoenix Investment Adviser first reported a position in Surgery Partners in Q3 2017 and held it in 2 quarters.
  • Phoenix Investment Adviser's Surgery Partners position peaked at $1.15M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2018.

Based on Phoenix Investment Adviser's 13F filing for Q1 2018, filed 8 May 2018.