Invesco
SURG

Invesco’s SYNERGETICS USA, INC. SURG Stock Holding History

Invesco’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
Q4 		– Sell
-15,019
Closed -$99K – 3827
2015
Q3 		$99K Buy
15,019
+1,363
+10% +$7.08K ﹤0.01% 3692
2015
Q2 		$64K Buy
+13,656
New +$66.2K ﹤0.01% 3952

Invesco's SURG Position: Q4 2015 in Review

Invesco sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 15,019 shares — an estimated $99K sold.

Invesco first reported a position in SURG in Q2 2015 and held it in 2 quarters. The position peaked at $99K in Q3 2015. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

  • Invesco reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
  • Invesco sold 15,019 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $99K.
  • Invesco first reported a position in SYNERGETICS USA, INC. in Q2 2015 and held it in 2 quarters.
  • Invesco's SYNERGETICS USA, INC. position peaked at $99K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on Invesco's 13F filing for Q4 2015, filed 16 Feb 2016.