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Proficio Capital Partners’s Surgery Partners SGRY Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-383
Closed -$3K – 1276
2019
Q2 		$3K Buy
383
+337
+733% +$3.36K ﹤0.01% 1431
2019
Q1 		$1K Buy
+46
New +$579 ﹤0.01% 1588

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RA
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ECP
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Vanguard Group
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NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's SGRY Position: Q3 2019 in Review

Proficio Capital Partners sold out of Surgery Partners (SGRY) in Q3 2019, closing a stake of 383 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in SGRY in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 88 funds tracked by Wall St. Rank hold SGRY as of Q3 2019.

  • Proficio Capital Partners reported no remaining Surgery Partners position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 383 Surgery Partners shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Surgery Partners in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Surgery Partners position peaked at $3K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.