Mesirow Financial Investment Management - Fixed Income’s SYNERGETICS USA, INC. SURG Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q3	–	Sell	-68,605	Closed	-$213K	–	192
2014 Q2	$213K	Hold	68,605	–	–	0.05%	177
2014 Q1	$209K	Sell	68,605 -3,082	-4%	-$10.4K	0.05%	173
2013 Q4	$260K	Sell	71,687 -1,688	-2%	-$6.9K	0.07%	170
2013 Q3	$334K	Hold	73,375	–	–	0.1%	163
2013 Q2	$289K	Buy	+73,375	New	+$242K	0.09%	159

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

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

AWMDMG

Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return

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

KCM

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

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

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's SURG Position: Q3 2014 in Review

Mesirow Financial Investment Management - Fixed Income sold out of SYNERGETICS USA, INC. (SURG) in Q3 2014, closing a stake of 68,605 shares — an estimated $213K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in SURG in Q2 2013 and held it in 5 quarters. The position peaked at $334K in Q3 2013. 50 funds tracked by Wall St. Rank hold SURG as of Q3 2014.

Mesirow Financial Investment Management - Fixed Income reported no remaining SYNERGETICS USA, INC. position as of Q3 2014 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 68,605 SYNERGETICS USA, INC. shares in Q3 2014, an estimated $213K.
Mesirow Financial Investment Management - Fixed Income first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 5 quarters.
Mesirow Financial Investment Management - Fixed Income's SYNERGETICS USA, INC. position peaked at $334K in Q3 2013.
50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q3 2014.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2014, filed 23 Oct 2014.