SSWM
AMSG

Sheets Smith Wealth Management’s Amsurg Corp AMSG Stock Holding History

Sheets Smith Wealth Management’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
2015
Q4 		– Sell
-12,579
Closed -$978K – 243
2015
Q3 		$978K Sell
12,579
-77
-0.6% -$5.94K 0.33% 84
2015
Q2 		$885K Buy
+12,656
New +$846K 0.24% 120

Other funds holding AMSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Sheets Smith Wealth Management's AMSG Position: Q4 2015 in Review

Sheets Smith Wealth Management sold out of Amsurg Corp (AMSG) in Q4 2015, closing a stake of 12,579 shares — an estimated $978K sold.

Sheets Smith Wealth Management first reported a position in AMSG in Q2 2015 and held it in 2 quarters. The position peaked at $978K in Q3 2015. 311 funds tracked by Wall St. Rank hold AMSG as of Q4 2015.

  • Sheets Smith Wealth Management reported no remaining Amsurg Corp position as of Q4 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,579 Amsurg Corp shares in Q4 2015, an estimated $978K.
  • Sheets Smith Wealth Management first reported a position in Amsurg Corp in Q2 2015 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Amsurg Corp position peaked at $978K in Q3 2015.
  • 311 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2015, filed 1 Feb 2016.