First Citizens Bank & Trust’s Surmodics SRDX Stock Holding History

First Citizens Bank & Trust’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
2015 Q1	–	Sell	-40,172	Closed	-$888K	–	413
2014 Q4	$888K	Buy	40,172 +72	+0.2%	+$1.53K	0.07%	186
2014 Q3	$728K	Buy	40,100 +2,093	+6%	+$41.8K	0.06%	207
2014 Q2	$814K	Buy	38,007 +11,916	+46%	+$255K	0.07%	185
2014 Q1	$590K	Buy	26,091 +283	+1%	+$6.91K	0.05%	222
2013 Q4	$629K	Sell	25,808 -632	-2%	-$14.9K	0.06%	214
2013 Q3	$629K	Buy	26,440 +3,386	+15%	+$72.6K	0.02%	617
2013 Q2	$461K	Buy	+23,054	New	+$577K	0.02%	705

Other funds holding SRDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

First Citizens Bank & Trust's SRDX Position: Q1 2015 in Review

First Citizens Bank & Trust sold out of Surmodics (SRDX) in Q1 2015, closing a stake of 40,172 shares — an estimated $888K sold.

First Citizens Bank & Trust first reported a position in SRDX in Q2 2013 and held it in 7 quarters. The position peaked at $888K in Q4 2014. 120 funds tracked by Wall St. Rank hold SRDX as of Q1 2015.

First Citizens Bank & Trust reported no remaining Surmodics position as of Q1 2015 after selling out during the quarter.
First Citizens Bank & Trust sold 40,172 Surmodics shares in Q1 2015, an estimated $888K.
First Citizens Bank & Trust first reported a position in Surmodics in Q2 2013 and held it in 7 quarters.
First Citizens Bank & Trust's Surmodics position peaked at $888K in Q4 2014.
120 funds tracked by Wall St. Rank held Surmodics as of Q1 2015.

Based on First Citizens Bank & Trust's 13F filing for Q1 2015, filed 14 May 2015.