Wealthspire Advisors (Maryland)’s Surgical Care Affiliates, Inc. SCAI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SCAI Stock Details SCAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-240	Closed	-$11K	–	2097
2016 Q4	$11K	Sell	240 -60	-20%	-$2.67K	﹤0.01%	1210
2016 Q3	$15K	Sell	300 -640	-68%	-$29.5K	﹤0.01%	1158
2016 Q2	$45K	Buy	940 +316	+51%	+$14.6K	0.01%	768
2016 Q1	$29K	Sell	624 -473	-43%	-$19.8K	0.01%	854
2015 Q4	$44K	Buy	+1,097	New	+$38.2K	0.01%	753

Other funds holding SCAI

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCAI Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Surgical Care Affiliates, Inc. (SCAI) in Q1 2017, closing a stake of 240 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in SCAI in Q4 2015 and held it in 5 quarters. The position peaked at $45K in Q2 2016. 3 funds tracked by Wall St. Rank hold SCAI as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining Surgical Care Affiliates, Inc. position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 240 Surgical Care Affiliates, Inc. shares in Q1 2017, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in Surgical Care Affiliates, Inc. in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Surgical Care Affiliates, Inc. position peaked at $45K in Q2 2016.
3 funds tracked by Wall St. Rank held Surgical Care Affiliates, Inc. as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.