AIM
SRDX

Acrospire Investment Management’s Surmodics SRDX Stock Holding History

Acrospire Investment Management’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,212
Closed -$67K – 2412
2016
Q3 		$67K Sell
2,212
-2,000
-47% -$55K 0.04% 847
2016
Q2 		$99K Sell
4,212
-9,221
-69% -$202K 0.07% 461
2016
Q1 		$247K Buy
+13,433
New +$253K 0.17% 130

Other funds holding SRDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acrospire Investment Management's SRDX Position: Q4 2016 in Review

Acrospire Investment Management sold out of Surmodics (SRDX) in Q4 2016, closing a stake of 2,212 shares — an estimated $67K sold.

Acrospire Investment Management first reported a position in SRDX in Q1 2016 and held it in 3 quarters. The position peaked at $247K in Q1 2016. 116 funds tracked by Wall St. Rank hold SRDX as of Q4 2016.

  • Acrospire Investment Management reported no remaining Surmodics position as of Q4 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 2,212 Surmodics shares in Q4 2016, an estimated $67K.
  • Acrospire Investment Management first reported a position in Surmodics in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Surmodics position peaked at $247K in Q1 2016.
  • 116 funds tracked by Wall St. Rank held Surmodics as of Q4 2016.

Based on Acrospire Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.