Waddell & Reed Financial’s Surgery Partners SGRY Stock Holding History

Waddell & Reed Financial’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-354,500	Closed	-$4.7M	–	615
2016 Q1	$4.7M	Hold	354,500	–	–	0.01%	494
2015 Q4	$7.26M	Buy	+354,500	New	+$6.77M	0.01%	460

Other funds holding SGRY

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Waddell & Reed Financial's SGRY Position: Q2 2016 in Review

Waddell & Reed Financial sold out of Surgery Partners (SGRY) in Q2 2016, closing a stake of 354,500 shares — an estimated $4.7M sold.

Waddell & Reed Financial first reported a position in SGRY in Q4 2015 and held it in 2 quarters. The position peaked at $7.26M in Q4 2015. 87 funds tracked by Wall St. Rank hold SGRY as of Q2 2016.

Waddell & Reed Financial reported no remaining Surgery Partners position as of Q2 2016 after selling out during the quarter.
Waddell & Reed Financial sold 354,500 Surgery Partners shares in Q2 2016, an estimated $4.7M.
Waddell & Reed Financial first reported a position in Surgery Partners in Q4 2015 and held it in 2 quarters.
Waddell & Reed Financial's Surgery Partners position peaked at $7.26M in Q4 2015.
87 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.