DGHMC
SURG

Dalton, Greiner, Hartman, Maher & Co’s SYNERGETICS USA, INC. SURG Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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
Q2 		– Sell
-229,478
Closed -$700K – 197
2014
Q1 		$700K Sell
229,478
-175,163
-43% -$593K 0.04% 161
2013
Q4 		$1.47M Buy
404,641
+313,567
+344% +$1.28M 0.08% 133
2013
Q3 		$414K Buy
+91,074
New +$378K 0.03% 177

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's SURG Position: Q2 2014 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of SYNERGETICS USA, INC. (SURG) in Q2 2014, closing a stake of 229,478 shares — an estimated $700K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in SURG in Q3 2013 and held it in 3 quarters. The position peaked at $1.47M in Q4 2013. 51 funds tracked by Wall St. Rank hold SURG as of Q2 2014.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining SYNERGETICS USA, INC. position as of Q2 2014 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 229,478 SYNERGETICS USA, INC. shares in Q2 2014, an estimated $700K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in SYNERGETICS USA, INC. in Q3 2013 and held it in 3 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's SYNERGETICS USA, INC. position peaked at $1.47M in Q4 2013.
  • 51 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q2 2014.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2014, filed 11 Jul 2014.