HP
SURG

HealthInvest Partners’s SYNERGETICS USA, INC. SURG Stock Holding History

HealthInvest Partners’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
2015
Q3 		– Sell
-332,687
Closed -$1.56M – 18
2015
Q2 		$1.56M Buy
332,687
+70,395
+27% +$341K 0.8% 10
2015
Q1 		$1.41M Buy
262,292
+27,400
+12% +$129K 0.98% 11
2014
Q4 		$1.02M Buy
+234,892
New +$844K 0.84% 13

Other funds holding SURG

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HealthInvest Partners's SURG Position: Q3 2015 in Review

HealthInvest Partners sold out of SYNERGETICS USA, INC. (SURG) in Q3 2015, closing a stake of 332,687 shares — an estimated $1.56M sold.

HealthInvest Partners first reported a position in SURG in Q4 2014 and held it in 3 quarters. The position peaked at $1.56M in Q2 2015. 72 funds tracked by Wall St. Rank hold SURG as of Q3 2015.

  • HealthInvest Partners reported no remaining SYNERGETICS USA, INC. position as of Q3 2015 after selling out during the quarter.
  • HealthInvest Partners sold 332,687 SYNERGETICS USA, INC. shares in Q3 2015, an estimated $1.56M.
  • HealthInvest Partners first reported a position in SYNERGETICS USA, INC. in Q4 2014 and held it in 3 quarters.
  • HealthInvest Partners's SYNERGETICS USA, INC. position peaked at $1.56M in Q2 2015.
  • 72 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q3 2015.

Based on HealthInvest Partners's 13F filing for Q3 2015, filed 13 Oct 2015.