AIC
SURG

Atlantic Investment Company’s SYNERGETICS USA, INC. SURG Stock Holding History

Atlantic Investment Company’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
Q3 		– Sell
-37,475
Closed -$117K – 52
2014
Q2 		$116K Sell
37,475
-5,100
-12% -$16.8K 0.1% 52
2014
Q1 		$130K Buy
+42,575
New +$144K 0.13% 53

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
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
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Atlantic Investment Company's SURG Position: Q3 2014 in Review

Atlantic Investment Company sold out of SYNERGETICS USA, INC. (SURG) in Q3 2014, closing a stake of 37,475 shares — an estimated $117K sold.

Atlantic Investment Company first reported a position in SURG in Q1 2014 and held it in 2 quarters. The position peaked at $130K in Q1 2014. 50 funds tracked by Wall St. Rank hold SURG as of Q3 2014.

  • Atlantic Investment Company reported no remaining SYNERGETICS USA, INC. position as of Q3 2014 after selling out during the quarter.
  • Atlantic Investment Company sold 37,475 SYNERGETICS USA, INC. shares in Q3 2014, an estimated $117K.
  • Atlantic Investment Company first reported a position in SYNERGETICS USA, INC. in Q1 2014 and held it in 2 quarters.
  • Atlantic Investment Company's SYNERGETICS USA, INC. position peaked at $130K in Q1 2014.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q3 2014.

Based on Atlantic Investment Company's 13F filing for Q3 2014, filed 13 Nov 2014.