EGA
SRDX

Eagle Global Advisors’s Surmodics SRDX Stock Holding History

Eagle Global Advisors’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,140
Closed -$454K – 346
2017
Q2 		$454K Sell
16,140
-7,830
-33% -$189K 0.01% 231
2017
Q1 		$576K Hold
23,970
– – 0.02% 197
2016
Q4 		$609K Buy
23,970
+1,410
+6% +$37K 0.02% 191
2016
Q3 		$679K Buy
+22,560
New +$620K 0.02% 167
2016
Q2 		– Sell
-14,020
Closed -$258K – 389
2016
Q1 		$258K Hold
14,020
– – 0.01% 289
2015
Q4 		$284K Buy
14,020
+920
+7% +$19.5K 0.01% 285
2015
Q3 		$286K Buy
+13,100
New +$307K 0.01% 278

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eagle Global Advisors's SRDX Position: Q3 2017 in Review

Eagle Global Advisors sold out of Surmodics (SRDX) in Q3 2017, closing a stake of 16,140 shares — an estimated $454K sold.

Eagle Global Advisors first reported a position in SRDX in Q3 2015 and held it in 7 quarters. The position peaked at $679K in Q3 2016. 117 funds tracked by Wall St. Rank hold SRDX as of Q3 2017.

  • Eagle Global Advisors reported no remaining Surmodics position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 16,140 Surmodics shares in Q3 2017, an estimated $454K.
  • Eagle Global Advisors first reported a position in Surmodics in Q3 2015 and held it in 7 quarters.
  • Eagle Global Advisors's Surmodics position peaked at $679K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Surmodics as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.