Alpine Woods Capital Investors’s SYNERGETICS USA, INC. SURG Stock Holding History

Alpine Woods Capital Investors’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-19,000	Closed	-$83K	–	481
2014 Q4	$83K	Hold	19,000	–	–	﹤0.01%	435
2014 Q3	$65K	Hold	19,000	–	–	﹤0.01%	454
2014 Q2	$59	Hold	19,000	–	–	﹤0.01%	446
2014 Q1	$58K	Sell	19,000 -18,000	-49%	-$61K	﹤0.01%	437
2013 Q4	$134K	Buy	37,000 +14,000	+61%	+$57.2K	0.01%	396
2013 Q3	$105K	Hold	23,000	–	–	0.01%	354
2013 Q2	$91K	Buy	+23,000	New	+$75.8K	0.01%	342

Other funds holding SURG

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Alpine Woods Capital Investors's SURG Position: Q1 2015 in Review

Alpine Woods Capital Investors sold out of SYNERGETICS USA, INC. (SURG) in Q1 2015, closing a stake of 19,000 shares — an estimated $83K sold.

Alpine Woods Capital Investors first reported a position in SURG in Q2 2013 and held it in 7 quarters. The position peaked at $134K in Q4 2013. 71 funds tracked by Wall St. Rank hold SURG as of Q1 2015.

Alpine Woods Capital Investors reported no remaining SYNERGETICS USA, INC. position as of Q1 2015 after selling out during the quarter.
Alpine Woods Capital Investors sold 19,000 SYNERGETICS USA, INC. shares in Q1 2015, an estimated $83K.
Alpine Woods Capital Investors first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 7 quarters.
Alpine Woods Capital Investors's SYNERGETICS USA, INC. position peaked at $134K in Q4 2013.
71 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q1 2015.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2015, filed 29 Apr 2015.