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SURG

Duncker Streett & Co’s SYNERGETICS USA, INC. SURG Stock Holding History

Duncker Streett & 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
Q4 		– Sell
-9,300
Closed -$32K – 641
2014
Q3 		$32K Hold
9,300
– – 0.01% 422
2014
Q2 		$29K Hold
9,300
– – 0.01% 435
2014
Q1 		$28K Buy
+9,300
New +$31.5K 0.01% 427

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 $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Duncker Streett & Co's SURG Position: Q4 2014 in Review

Duncker Streett & Co sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 9,300 shares — an estimated $32K sold.

Duncker Streett & Co first reported a position in SURG in Q1 2014 and held it in 3 quarters. The position peaked at $32K in Q3 2014. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Duncker Streett & Co reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Duncker Streett & Co sold 9,300 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $32K.
  • Duncker Streett & Co first reported a position in SYNERGETICS USA, INC. in Q1 2014 and held it in 3 quarters.
  • Duncker Streett & Co's SYNERGETICS USA, INC. position peaked at $32K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Duncker Streett & Co's 13F filing for Q4 2014, filed 22 Jan 2015.