Heartland Advisors’s STAAR Surgical STAA Stock Holding History

Heartland Advisors’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-100,000	Closed	-$911K	–	257
2014 Q4	$911K	Hold	100,000	–	–	0.02%	238
2014 Q3	$1.06M	Hold	100,000	–	–	0.02%	236
2014 Q2	$1.68M	Hold	100,000	–	–	0.03%	232
2014 Q1	$1.88M	Sell	100,000 -400,000	-80%	-$6.44M	0.03%	231
2013 Q4	$8.1M	Sell	500,000 -500,000	-50%	-$6.69M	0.14%	167
2013 Q3	$13.5M	Hold	1,000,000	–	–	0.25%	130
2013 Q2	$10.2M	Buy	+1,000,000	New	+$8.1M	0.19%	155

Other funds holding STAA

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TAM

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

BFA

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

BIT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return

Heartland Advisors's STAA Position: Q1 2015 in Review

Heartland Advisors sold out of STAAR Surgical (STAA) in Q1 2015, closing a stake of 100,000 shares — an estimated $911K sold.

Heartland Advisors first reported a position in STAA in Q2 2013 and held it in 7 quarters. The position peaked at $13.5M in Q3 2013. 74 funds tracked by Wall St. Rank hold STAA as of Q1 2015.

Heartland Advisors reported no remaining STAAR Surgical position as of Q1 2015 after selling out during the quarter.
Heartland Advisors sold 100,000 STAAR Surgical shares in Q1 2015, an estimated $911K.
Heartland Advisors first reported a position in STAAR Surgical in Q2 2013 and held it in 7 quarters.
Heartland Advisors's STAAR Surgical position peaked at $13.5M in Q3 2013.
74 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2015.

Based on Heartland Advisors's 13F filing for Q1 2015, filed 12 May 2015.