WAM
AMSG

Wealthspire Advisors (Maryland)’s Amsurg Corp AMSG Stock Holding History

Wealthspire Advisors (Maryland)’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
-6,156
Closed -$413K – 1928
2016
Q3 		$413K Buy
6,156
+775
+14% +$54.1K 0.06% 203
2016
Q2 		$417K Buy
5,381
+705
+15% +$54.5K 0.07% 194
2016
Q1 		$349K Buy
4,676
+485
+12% +$34.2K 0.06% 217
2015
Q4 		$319K Buy
+4,191
New +$332K 0.06% 242

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

Wealthspire Advisors (Maryland)'s AMSG Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Amsurg Corp (AMSG) in Q4 2016, closing a stake of 6,156 shares — an estimated $413K sold.

Wealthspire Advisors (Maryland) first reported a position in AMSG in Q4 2015 and held it in 4 quarters. The position peaked at $417K in Q2 2016. 7 funds tracked by Wall St. Rank hold AMSG as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Amsurg Corp position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,156 Amsurg Corp shares in Q4 2016, an estimated $413K.
  • Wealthspire Advisors (Maryland) first reported a position in Amsurg Corp in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Amsurg Corp position peaked at $417K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Amsurg Corp as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.