AWMS
SRDX

Advocacy Wealth Management Services’s Surmodics SRDX Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$12K Buy
+500
New +$10.7K 0.03% 218

Other funds holding SRDX

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advocacy Wealth Management Services's SRDX Position: Q3 2013 in Review

Advocacy Wealth Management Services opened a new position in Surmodics (SRDX) in Q3 2013: 500 shares worth $12K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

114 funds tracked by Wall St. Rank hold SRDX as of Q3 2013.

  • Advocacy Wealth Management Services held 500 shares of Surmodics worth $12K as of Q3 2013.
  • Surmodics was a new Advocacy Wealth Management Services position in Q3 2013.
  • Surmodics made up 0.03% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #218 holding.
  • 114 funds tracked by Wall St. Rank held Surmodics as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.