SC
AMSG

Scholtz & Company’s Amsurg Corp AMSG Stock Holding History

Scholtz & Company’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
Q3 		– Sell
-24,690
Closed -$1.91M – 42
2016
Q2 		$1.91M Sell
24,690
-2,835
-10% -$219K 1.97% 25
2016
Q1 		$2.05M Sell
27,525
-31,295
-53% -$2.2M 2.05% 22
2015
Q4 		$4.47M Sell
58,820
-50
-0.1% -$3.96K 4.71% 6
2015
Q3 		$4.58M Buy
58,870
+2,695
+5% +$208K 4.89% 2
2015
Q2 		$3.93M Buy
56,175
+3,650
+7% +$244K 3.86% 8
2015
Q1 		$3.23M Buy
+52,525
New +$3.03M 3.12% 14

Other funds holding AMSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scholtz & Company's AMSG Position: Q3 2016 in Review

Scholtz & Company sold out of Amsurg Corp (AMSG) in Q3 2016, closing a stake of 24,690 shares — an estimated $1.91M sold.

Scholtz & Company first reported a position in AMSG in Q1 2015 and held it in 6 quarters. The position peaked at $4.58M in Q3 2015. 305 funds tracked by Wall St. Rank hold AMSG as of Q3 2016.

  • Scholtz & Company reported no remaining Amsurg Corp position as of Q3 2016 after selling out during the quarter.
  • Scholtz & Company sold 24,690 Amsurg Corp shares in Q3 2016, an estimated $1.91M.
  • Scholtz & Company first reported a position in Amsurg Corp in Q1 2015 and held it in 6 quarters.
  • Scholtz & Company's Amsurg Corp position peaked at $4.58M in Q3 2015.
  • 305 funds tracked by Wall St. Rank held Amsurg Corp as of Q3 2016.

Based on Scholtz & Company's 13F filing for Q3 2016, filed 14 Nov 2016.