Morgan Stanley
SURG

Morgan Stanley’s SYNERGETICS USA, INC. SURG Stock Holding History

Morgan Stanley’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
2015
Q4 		– Sell
-233,474
Closed -$1.53M – 7056
2015
Q3 		$1.53M Buy
233,474
+7,127
+3% +$37K ﹤0.01% 3749
2015
Q2 		$1.06M Buy
226,347
+57,229
+34% +$277K ﹤0.01% 4152
2015
Q1 		$912K Buy
169,118
+109,327
+183% +$517K ﹤0.01% 4196
2014
Q4 		$260K Buy
59,791
+15,334
+34% +$55.1K ﹤0.01% 5083
2014
Q3 		$152K Sell
44,457
-9,300
-17% -$29K ﹤0.01% 5277
2014
Q2 		$166K Buy
53,757
+21,900
+69% +$72.3K ﹤0.01% 5247
2014
Q1 		$97K Sell
31,857
-7,457
-19% -$25.3K ﹤0.01% 5462
2013
Q4 		$143K Sell
39,314
-24,806
-39% -$101K ﹤0.01% 5196
2013
Q3 		$291K Sell
64,120
-14,096
-18% -$58.4K ﹤0.01% 4677
2013
Q2 		$308K Buy
+78,216
New +$258K ﹤0.01% 4588

Morgan Stanley's SURG Position: Q4 2015 in Review

Morgan Stanley sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 233,474 shares — an estimated $1.53M sold.

Morgan Stanley first reported a position in SURG in Q2 2013 and held it in 10 quarters. The position peaked at $1.53M in Q3 2015. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

  • Morgan Stanley reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
  • Morgan Stanley sold 233,474 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $1.53M.
  • Morgan Stanley first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 10 quarters.
  • Morgan Stanley's SYNERGETICS USA, INC. position peaked at $1.53M in Q3 2015.
  • 0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on Morgan Stanley's 13F filing for Q4 2015, filed 9 Feb 2016.