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Wealthspire Advisors (Maryland)’s Surgery Partners SGRY Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-149
Closed -$3K – 2266
2017
Q1 		$3K Sell
149
-986
-87% -$19.2K ﹤0.01% 1637
2016
Q4 		$18K Sell
1,135
-1,691
-60% -$28.1K ﹤0.01% 1057
2016
Q3 		$57K Sell
2,826
-607
-18% -$11.1K 0.01% 736
2016
Q2 		$61K Buy
3,433
+1,818
+113% +$27.1K 0.01% 683
2016
Q1 		$21K Buy
1,615
+22
+1% +$340 ﹤0.01% 962
2015
Q4 		$33K Buy
+1,593
New +$30.4K 0.01% 820

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SGRY Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Surgery Partners (SGRY) in Q2 2017, closing a stake of 149 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SGRY in Q4 2015 and held it in 6 quarters. The position peaked at $61K in Q2 2016. 88 funds tracked by Wall St. Rank hold SGRY as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Surgery Partners position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 149 Surgery Partners shares in Q2 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Surgery Partners in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Surgery Partners position peaked at $61K in Q2 2016.
  • 88 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.