Jupiter Asset Management’s SYNERGETICS USA, INC. SURG Stock Holding History

Jupiter Asset Management’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 Q1	–	Sell	-149,701	Closed	-$651K	–	243
2014 Q4	$651K	Buy	+149,701	New	+$538K	0.02%	220

Other funds holding SURG

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Jupiter Asset Management's SURG Position: Q1 2015 in Review

Jupiter Asset Management sold out of SYNERGETICS USA, INC. (SURG) in Q1 2015, closing a stake of 149,701 shares — an estimated $651K sold.

Jupiter Asset Management first reported a position in SURG in Q4 2014 and held it in 1 quarter. The position peaked at $651K in Q4 2014. 71 funds tracked by Wall St. Rank hold SURG as of Q1 2015.

Jupiter Asset Management reported no remaining SYNERGETICS USA, INC. position as of Q1 2015 after selling out during the quarter.
Jupiter Asset Management sold 149,701 SYNERGETICS USA, INC. shares in Q1 2015, an estimated $651K.
Jupiter Asset Management first reported a position in SYNERGETICS USA, INC. in Q4 2014 and held it in 1 quarter.
Jupiter Asset Management's SYNERGETICS USA, INC. position peaked at $651K in Q4 2014.
71 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q1 2015.

Based on Jupiter Asset Management's 13F filing for Q1 2015, filed 14 May 2015.