AE Wealth Management’s Surmodics SRDX Stock Holding History

AE Wealth 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
2019 Q4	–	Sell	-10,328	Closed	-$472K	–	1172
2019 Q3	$472K	Buy	+10,328	New	+$450K	0.01%	631

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

AE Wealth Management's SRDX Position: Q4 2019 in Review

AE Wealth Management sold out of Surmodics (SRDX) in Q4 2019, closing a stake of 10,328 shares — an estimated $472K sold.

AE Wealth Management first reported a position in SRDX in Q3 2019 and held it in 1 quarter. The position peaked at $472K in Q3 2019. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

AE Wealth Management reported no remaining Surmodics position as of Q4 2019 after selling out during the quarter.
AE Wealth Management sold 10,328 Surmodics shares in Q4 2019, an estimated $472K.
AE Wealth Management first reported a position in Surmodics in Q3 2019 and held it in 1 quarter.
AE Wealth Management's Surmodics position peaked at $472K in Q3 2019.
143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.