Valley National Advisers’s Amsurg Corp AMSG Stock Holding History

Valley National Advisers’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	-2,025	Closed	-$136K	–	804
2016 Q3	$136K	Hold	2,025	–	–	0.07%	151
2016 Q2	$157K	Hold	2,025	–	–	0.08%	142
2016 Q1	$151K	Hold	2,025	–	–	0.08%	145
2015 Q4	$154K	Buy	2,025 +1,200	+145%	+$95K	0.09%	135
2015 Q3	$64K	Buy	+825	New	+$63.6K	0.04%	214

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

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

Valley National Advisers's AMSG Position: Q4 2016 in Review

Valley National Advisers sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 2,025 shares — an estimated $136K sold.

Valley National Advisers first reported a position in AMSG in Q3 2015 and held it in 5 quarters. The position peaked at $157K in Q2 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

Valley National Advisers reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
Valley National Advisers sold 2,025 Amsurg Corp shares in Q4 2016, an estimated $136K.
Valley National Advisers first reported a position in Amsurg Corp in Q3 2015 and held it in 5 quarters.
Valley National Advisers's Amsurg Corp position peaked at $157K in Q2 2016.
7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Valley National Advisers's 13F filing for Q4 2016, filed 31 Jan 2017.