RFS
AMSG

Rockefeller Financial Services’s Amsurg Corp AMSG Stock Holding History

Rockefeller Financial Services’s Portfolio AMSG Stock Details AMSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,582
Closed -$106K – 527
2016
Q3 		$106K Buy
+1,582
New +$111K ﹤0.01% 346

Other funds holding AMSG

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Rockefeller Financial Services's AMSG Position: Q4 2016 in Review

Rockefeller Financial Services sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 1,582 shares — an estimated $106K sold.

Rockefeller Financial Services first reported a position in AMSG in Q3 2016 and held it in 1 quarter. The position peaked at $106K in Q3 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Rockefeller Financial Services reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,582 Amsurg Corp shares in Q4 2016, an estimated $106K.
  • Rockefeller Financial Services first reported a position in Amsurg Corp in Q3 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Amsurg Corp position peaked at $106K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Rockefeller Financial Services's 13F filing for Q4 2016, filed 19 Jan 2017.