LPL Financial
SRGA

LPL Financial’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

LPL Financial’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
2016
Q2 		– Sell
-367
Closed -$44K – 3068
2016
Q1 		$44K Hold
367
– – ﹤0.01% 3014
2015
Q4 		$42K Buy
+367
New +$47.3K ﹤0.01% 3058

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GCP
Glen Capital Partners Waltham, Massachusetts $68.9M AUM 21.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $257M AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return

LPL Financial's SRGA Position: Q2 2016 in Review

LPL Financial sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2016, closing a stake of 367 shares — an estimated $44K sold.

LPL Financial first reported a position in SRGA in Q4 2015 and held it in 2 quarters. The position peaked at $44K in Q1 2016. 111 funds tracked by Wall St. Rank hold SRGA as of Q2 2016.

  • LPL Financial reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 367 Surgalign Holdings, Inc. Common Stock shares in Q2 2016, an estimated $44K.
  • LPL Financial first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2015 and held it in 2 quarters.
  • LPL Financial's Surgalign Holdings, Inc. Common Stock position peaked at $44K in Q1 2016.
  • 111 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.