MVP
SURG

Missouri Valley Partners’s SYNERGETICS USA, INC. SURG Stock Holding History

Missouri Valley Partners’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
2013
Q3 		$572K Buy
125,682
+6,446
+5% +$26.7K 0.22% 149
2013
Q2 		$470K Buy
+119,236
New +$393K 0.18% 154

Other funds holding SURG

KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Missouri Valley Partners's SURG Position: Q3 2013 in Review

Missouri Valley Partners increased its SYNERGETICS USA, INC. (SURG) stake by 5.4% in Q3 2013, buying an estimated $26.7K and bringing the position to 125,682 shares worth $572K. The position accounts for 0.22% of the portfolio, ranked #149.

Missouri Valley Partners first reported a position in SURG in Q2 2013 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold SURG as of Q3 2013.

  • Missouri Valley Partners held 125,682 shares of SYNERGETICS USA, INC. worth $572K as of Q3 2013.
  • Missouri Valley Partners bought 6,446 SYNERGETICS USA, INC. shares in Q3 2013, an estimated $26.7K.
  • SYNERGETICS USA, INC. made up 0.22% of Missouri Valley Partners's portfolio in Q3 2013, its #149 holding.
  • Missouri Valley Partners first reported a position in SYNERGETICS USA, INC. in Q2 2013 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.