KIA
SURG

Kopp Investment Advisors’s SYNERGETICS USA, INC. SURG Stock Holding History

Kopp Investment Advisors’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
2014
Q4 		– Sell
-12,940
Closed -$44K – 74
2014
Q3 		$44K Sell
12,940
-714,583
-98% -$2.23M 0.02% 68
2014
Q2 		$2.25M Sell
727,523
-215,982
-23% -$713K 1.04% 24
2014
Q1 		$2.88M Buy
943,505
+67,752
+8% +$229K 1.21% 20
2013
Q4 		$3.17M Sell
875,753
-790,269
-47% -$3.23M 1.43% 20
2013
Q3 		$7.58M Sell
1,666,022
-274,320
-14% -$1.14M 2.79% 12
2013
Q2 		$7.64M Buy
+1,940,342
New +$6.4M 2.99% 11

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kopp Investment Advisors's SURG Position: Q4 2014 in Review

Kopp Investment Advisors sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 12,940 shares — an estimated $44K sold.

Kopp Investment Advisors first reported a position in SURG in Q2 2013 and held it in 6 quarters. The position peaked at $7.64M in Q2 2013. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Kopp Investment Advisors reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Kopp Investment Advisors sold 12,940 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $44K.
  • Kopp Investment Advisors first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 6 quarters.
  • Kopp Investment Advisors's SYNERGETICS USA, INC. position peaked at $7.64M in Q2 2013.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Kopp Investment Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.