AHC
SURG

Anderson Hoagland & Co’s SYNERGETICS USA, INC. SURG Stock Holding History

Anderson Hoagland & Co’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
2014
Q4 		– Sell
-39,224
Closed -$119K – 107
2014
Q3 		$119K Sell
39,224
-10,649
-21% -$33.2K 0.07% 101
2014
Q2 		$155K Sell
49,873
-36,861
-42% -$122K 0.1% 100
2014
Q1 		$265K Sell
86,734
-70,510
-45% -$239K 0.18% 94
2013
Q4 		$569K Sell
157,244
-10,650
-6% -$43.5K 0.39% 62
2013
Q3 		$764K Hold
167,894
– – 0.53% 47
2013
Q2 		$662K Buy
+167,894
New +$554K 0.8% 31

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Anderson Hoagland & Co's SURG Position: Q4 2014 in Review

Anderson Hoagland & Co sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 39,224 shares — an estimated $119K sold.

Anderson Hoagland & Co first reported a position in SURG in Q2 2013 and held it in 6 quarters. The position peaked at $764K in Q3 2013. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Anderson Hoagland & Co reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Anderson Hoagland & Co sold 39,224 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $119K.
  • Anderson Hoagland & Co first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 6 quarters.
  • Anderson Hoagland & Co's SYNERGETICS USA, INC. position peaked at $764K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Anderson Hoagland & Co's 13F filing for Q4 2014, filed 16 Jan 2015.