SW
AMSG

SVB Wealth’s Amsurg Corp AMSG Stock Holding History

SVB Wealth’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
-29,820
Closed -$2.31M – 541
2016
Q2 		$2.31M Sell
29,820
-8,023
-21% -$621K 0.09% 179
2016
Q1 		$2.82M Sell
37,843
-5,502
-13% -$387K 0.11% 162
2015
Q4 		$3.29M Buy
43,345
+7,461
+21% +$591K 0.13% 149
2015
Q3 		$2.79M Buy
+35,884
New +$2.77M 0.11% 171

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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
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 $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth's AMSG Position: Q3 2016 in Review

SVB Wealth sold out of Amsurg Corp (AMSG) in Q3 2016, closing a stake of 29,820 shares — an estimated $2.31M sold.

SVB Wealth first reported a position in AMSG in Q3 2015 and held it in 4 quarters. The position peaked at $3.29M in Q4 2015. 306 funds tracked by Wall St. Rank hold AMSG as of Q3 2016.

  • SVB Wealth reported no remaining Amsurg Corp position as of Q3 2016 after selling out during the quarter.
  • SVB Wealth sold 29,820 Amsurg Corp shares in Q3 2016, an estimated $2.31M.
  • SVB Wealth first reported a position in Amsurg Corp in Q3 2015 and held it in 4 quarters.
  • SVB Wealth's Amsurg Corp position peaked at $3.29M in Q4 2015.
  • 306 funds tracked by Wall St. Rank held Amsurg Corp as of Q3 2016.

Based on SVB Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.