HA
SRGA

Heartland Advisors’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Heartland Advisors’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-18,660
Closed -$2.09M – 270
2013
Q3 		$2.09M Sell
18,660
-8,867
-32% -$1.01M 0.04% 226
2013
Q2 		$2.82M Buy
+27,527
New +$3.37M 0.05% 225

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KF
Kopp Funds Milwaukee, Wisconsin $221M AUM
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
TCM
Tamarack Capital Management Carlsbad, California $840M AUM 19.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Heartland Advisors's SRGA Position: Q4 2013 in Review

Heartland Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2013, closing a stake of 18,660 shares — an estimated $2.09M sold.

Heartland Advisors first reported a position in SRGA in Q2 2013 and held it in 2 quarters. The position peaked at $2.82M in Q2 2013. 91 funds tracked by Wall St. Rank hold SRGA as of Q4 2013.

  • Heartland Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Heartland Advisors sold 18,660 Surgalign Holdings, Inc. Common Stock shares in Q4 2013, an estimated $2.09M.
  • Heartland Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 2 quarters.
  • Heartland Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $2.82M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2013.

Based on Heartland Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.