MCM
SRDX

McKinley Capital Management’s Surmodics SRDX Stock Holding History

McKinley Capital Management’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-650
Closed -$16K – 558
2017
Q1 		$16K Sell
650
-1,010
-61% -$24.8K ﹤0.01% 451
2016
Q4 		$42K Sell
1,660
-7,360
-82% -$193K ﹤0.01% 427
2016
Q3 		$271K Buy
+9,020
New +$248K 0.01% 331
2015
Q4 		– Sell
-118,803
Closed -$2.6M – 364
2015
Q3 		$2.6M Sell
118,803
-67
-0.1% -$1.57K 0.13% 167
2015
Q2 		$2.78M Buy
118,870
+59,573
+100% +$1.49M 0.12% 181
2015
Q1 		$1.54M Buy
+59,297
New +$1.41M 0.06% 202

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

McKinley Capital Management's SRDX Position: Q2 2017 in Review

McKinley Capital Management sold out of Surmodics (SRDX) in Q2 2017, closing a stake of 650 shares — an estimated $16K sold.

McKinley Capital Management first reported a position in SRDX in Q1 2015 and held it in 6 quarters. The position peaked at $2.78M in Q2 2015. 114 funds tracked by Wall St. Rank hold SRDX as of Q2 2017.

  • McKinley Capital Management reported no remaining Surmodics position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 650 Surmodics shares in Q2 2017, an estimated $16K.
  • McKinley Capital Management first reported a position in Surmodics in Q1 2015 and held it in 6 quarters.
  • McKinley Capital Management's Surmodics position peaked at $2.78M in Q2 2015.
  • 114 funds tracked by Wall St. Rank held Surmodics as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.