Bank of America
SURG

Bank of America’s SYNERGETICS USA, INC. SURG Stock Holding History

Bank of America’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
-1,146
Closed -$4K – 8271
2014
Q3 		$4K Buy
+1,146
New +$3.57K ﹤0.01% 7654
2014
Q1 		– Sell
-527
Closed -$2K – 8441
2013
Q4 		$2K Sell
527
-923
-64% -$3.77K ﹤0.01% 7679
2013
Q3 		$7K Buy
1,450
+392
+37% +$1.63K ﹤0.01% 7309
2013
Q2 		$4K Buy
+1,058
New +$3.49K ﹤0.01% 7420

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 $551M AUM 49.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of America's SURG Position: Q4 2014 in Review

Bank of America sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 1,146 shares — an estimated $4K sold.

Bank of America first reported a position in SURG in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q3 2013. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Bank of America reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Bank of America sold 1,146 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $4K.
  • Bank of America first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 4 quarters.
  • Bank of America's SYNERGETICS USA, INC. position peaked at $7K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Bank of America's 13F filing for Q4 2014, filed 13 Feb 2015.