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Rational Advisors’s Surgery Partners SGRY Stock Holding History

Rational Advisors’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
2017
Q4 		– Sell
-3,100
Closed -$32K – 359
2017
Q3 		$32K Hold
3,100
– – 0.02% 294
2017
Q2 		$71K Buy
+3,100
New +$63.7K 0.04% 244

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Rational Advisors's SGRY Position: Q4 2017 in Review

Rational Advisors sold out of Surgery Partners (SGRY) in Q4 2017, closing a stake of 3,100 shares — an estimated $32K sold.

Rational Advisors first reported a position in SGRY in Q2 2017 and held it in 2 quarters. The position peaked at $71K in Q2 2017. 84 funds tracked by Wall St. Rank hold SGRY as of Q4 2017.

  • Rational Advisors reported no remaining Surgery Partners position as of Q4 2017 after selling out during the quarter.
  • Rational Advisors sold 3,100 Surgery Partners shares in Q4 2017, an estimated $32K.
  • Rational Advisors first reported a position in Surgery Partners in Q2 2017 and held it in 2 quarters.
  • Rational Advisors's Surgery Partners position peaked at $71K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.