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Raymond James Financial Services Advisors’s Surgery Partners SGRY Stock Holding History

Raymond James Financial Services 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
Q3 		– Sell
-13,716
Closed -$312K – 2617
2017
Q2 		$312K Buy
13,716
+1,963
+17% +$40.4K ﹤0.01% 1967
2017
Q1 		$229K Sell
11,753
-4,173
-26% -$81.1K ﹤0.01% 2063
2016
Q4 		$252K Buy
+15,926
New +$265K ﹤0.01% 1899

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
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial Services Advisors's SGRY Position: Q3 2017 in Review

Raymond James Financial Services Advisors sold out of Surgery Partners (SGRY) in Q3 2017, closing a stake of 13,716 shares — an estimated $312K sold.

Raymond James Financial Services Advisors first reported a position in SGRY in Q4 2016 and held it in 3 quarters. The position peaked at $312K in Q2 2017. 90 funds tracked by Wall St. Rank hold SGRY as of Q3 2017.

  • Raymond James Financial Services Advisors reported no remaining Surgery Partners position as of Q3 2017 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 13,716 Surgery Partners shares in Q3 2017, an estimated $312K.
  • Raymond James Financial Services Advisors first reported a position in Surgery Partners in Q4 2016 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's Surgery Partners position peaked at $312K in Q2 2017.
  • 90 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2017, filed 26 Oct 2017.