UFF
AMSG

USA Financial Formulas’s Amsurg Corp AMSG Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-8,173
Closed -$621K – 131
2015
Q4 		$621K Sell
8,173
-263
-3% -$20.8K 0.25% 40
2015
Q3 		$656K Buy
+8,436
New +$651K 0.43% 35

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's AMSG Position: Q1 2016 in Review

USA Financial Formulas sold out of Amsurg Corp (AMSG) in Q1 2016, closing a stake of 8,173 shares — an estimated $621K sold.

USA Financial Formulas first reported a position in AMSG in Q3 2015 and held it in 2 quarters. The position peaked at $656K in Q3 2015. 303 funds tracked by Wall St. Rank hold AMSG as of Q1 2016.

  • USA Financial Formulas reported no remaining Amsurg Corp position as of Q1 2016 after selling out during the quarter.
  • USA Financial Formulas sold 8,173 Amsurg Corp shares in Q1 2016, an estimated $621K.
  • USA Financial Formulas first reported a position in Amsurg Corp in Q3 2015 and held it in 2 quarters.
  • USA Financial Formulas's Amsurg Corp position peaked at $656K in Q3 2015.
  • 303 funds tracked by Wall St. Rank held Amsurg Corp as of Q1 2016.

Based on USA Financial Formulas's 13F filing for Q1 2016, filed 13 May 2016.