BRWA
SRDX

B. Riley Wealth Advisors’s Surmodics SRDX Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-38
Closed -$1K – 1791
2014
Q4 		$1K Buy
+38
New +$805 ﹤0.01% 3577
2014
Q3 		– Sell
-38
Closed -$814 – 1722
2014
Q2 		$814 Buy
+38
New +$814 ﹤0.01% 2299

Other funds holding SRDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

B. Riley Wealth Advisors's SRDX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Surmodics (SRDX) in Q1 2015, closing a stake of 38 shares — an estimated $1K sold.

B. Riley Wealth Advisors first reported a position in SRDX in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2014. 120 funds tracked by Wall St. Rank hold SRDX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Surmodics position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38 Surmodics shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Advisors first reported a position in Surmodics in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Surmodics position peaked at $1K in Q4 2014.
  • 120 funds tracked by Wall St. Rank held Surmodics as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.