AssetMark Inc
SRDX

AssetMark Inc’s Surmodics SRDX Stock Holding History

AssetMark Inc’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
2018
Q1 		– Sell
-4
Closed – – 1935
2017
Q4 		$0 Buy
+4
New +$122 ﹤0.01% 2105

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
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
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc's SRDX Position: Q1 2018 in Review

AssetMark Inc sold out of Surmodics (SRDX) in Q1 2018, closing a stake of 4 shares.

AssetMark Inc first reported a position in SRDX in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 116 funds tracked by Wall St. Rank hold SRDX as of Q1 2018.

  • AssetMark Inc reported no remaining Surmodics position as of Q1 2018 after selling out during the quarter.
  • AssetMark Inc sold 4 Surmodics shares in Q1 2018.
  • AssetMark Inc first reported a position in Surmodics in Q4 2017 and held it in 1 quarter.
  • AssetMark Inc's Surmodics position peaked at $0 in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Surmodics as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.