FCBT
SRDX

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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return