Creative Planning’s SYNERGETICS USA, INC. SURG Stock Holding History

Creative Planning’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
2015 Q4	–	Sell	-5,938	Closed	-$39K	–	4829
2015 Q3	$39K	Buy	+5,938	New	+$30.8K	﹤0.01%	2236
2015 Q2	–	Sell	-5,938	Closed	-$32K	–	3990
2015 Q1	$32K	Hold	5,938	–	–	﹤0.01%	2351
2014 Q4	$26K	Hold	5,938	–	–	﹤0.01%	2488
2014 Q3	$20K	Hold	5,938	–	–	﹤0.01%	2559
2014 Q2	$18K	Buy	5,938 +1,364	+30%	+$4.5K	﹤0.01%	2567
2014 Q1	$14K	Hold	4,574	–	–	﹤0.01%	2603
2013 Q4	$17K	Hold	4,574	–	–	﹤0.01%	2302
2013 Q3	$21K	Hold	4,574	–	–	﹤0.01%	2086
2013 Q2	$18K	Buy	+4,574	New	+$15.1K	﹤0.01%	2008

Creative Planning's SURG Position: Q4 2015 in Review

Creative Planning sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 5,938 shares — an estimated $39K sold.

Creative Planning first reported a position in SURG in Q2 2013 and held it in 9 quarters. The position peaked at $39K in Q3 2015. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

Creative Planning reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 5,938 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $39K.
Creative Planning first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 9 quarters.
Creative Planning's SYNERGETICS USA, INC. position peaked at $39K in Q3 2015.
0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.