CBU
SURG

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

CIBC Bank USA’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
2013
Q3 		– Sell
-31,400
Closed -$124K – 317
2013
Q2 		$124K Buy
+31,400
New +$104K 0.01% 293

Other funds holding SURG

KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC Bank USA's SURG Position: Q3 2013 in Review

CIBC Bank USA sold out of SYNERGETICS USA, INC. (SURG) in Q3 2013, closing a stake of 31,400 shares — an estimated $124K sold.

CIBC Bank USA first reported a position in SURG in Q2 2013 and held it in 1 quarter. The position peaked at $124K in Q2 2013. 51 funds tracked by Wall St. Rank hold SURG as of Q3 2013.

  • CIBC Bank USA reported no remaining SYNERGETICS USA, INC. position as of Q3 2013 after selling out during the quarter.
  • CIBC Bank USA sold 31,400 SYNERGETICS USA, INC. shares in Q3 2013, an estimated $124K.
  • CIBC Bank USA first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 1 quarter.
  • CIBC Bank USA's SYNERGETICS USA, INC. position peaked at $124K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q3 2013.

Based on CIBC Bank USA's 13F filing for Q3 2013, filed 7 Nov 2013.