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BerganKDV Wealth Management’s Sensus Healthcare SRTS Stock Holding History

BerganKDV Wealth Management’s Portfolio SRTS Stock Details SRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-12,500
Closed -$88K – 767
2019
Q1 		$88K Buy
+12,500
New +$96.6K 0.02% 290

Other funds holding SRTS

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HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BerganKDV Wealth Management's SRTS Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Sensus Healthcare (SRTS) in Q2 2019, closing a stake of 12,500 shares — an estimated $88K sold.

BerganKDV Wealth Management first reported a position in SRTS in Q1 2019 and held it in 1 quarter. The position peaked at $88K in Q1 2019. 16 funds tracked by Wall St. Rank hold SRTS as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining Sensus Healthcare position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 12,500 Sensus Healthcare shares in Q2 2019, an estimated $88K.
  • BerganKDV Wealth Management first reported a position in Sensus Healthcare in Q1 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's Sensus Healthcare position peaked at $88K in Q1 2019.
  • 16 funds tracked by Wall St. Rank held Sensus Healthcare as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.