WRF
AMSG

Waddell & Reed Financial’s Amsurg Corp AMSG Stock Holding History

Waddell & Reed Financial’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
-417,500
Closed -$28M – 656
2016
Q3 		$28M Hold
417,500
– – 0.06% 277
2016
Q2 		$32.4M Hold
417,500
– – 0.07% 257
2016
Q1 		$31.1M Buy
417,500
+50,200
+14% +$3.53M 0.06% 247
2015
Q4 		$27.9M Hold
367,300
– – 0.05% 275
2015
Q3 		$28.5M Buy
367,300
+30,700
+9% +$2.37M 0.05% 271
2015
Q2 		$23.5M Buy
+336,600
New +$22.5M 0.03% 323

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
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
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

Waddell & Reed Financial's AMSG Position: Q4 2016 in Review

Waddell & Reed Financial sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 417,500 shares — an estimated $28M sold.

Waddell & Reed Financial first reported a position in AMSG in Q2 2015 and held it in 6 quarters. The position peaked at $32.4M in Q2 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Waddell & Reed Financial reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 417,500 Amsurg Corp shares in Q4 2016, an estimated $28M.
  • Waddell & Reed Financial first reported a position in Amsurg Corp in Q2 2015 and held it in 6 quarters.
  • Waddell & Reed Financial's Amsurg Corp position peaked at $32.4M in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.