NFG
SURG

Next Financial Group’s SYNERGETICS USA, INC. SURG Stock Holding History

Next Financial Group’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
Q4 		– Sell
-1,000
Closed -$3K – 2600
2014
Q3 		$3K Buy
+1,000
New +$3.12K ﹤0.01% 2269

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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Next Financial Group's SURG Position: Q4 2014 in Review

Next Financial Group sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 1,000 shares — an estimated $3K sold.

Next Financial Group first reported a position in SURG in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Next Financial Group reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 1,000 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $3K.
  • Next Financial Group first reported a position in SYNERGETICS USA, INC. in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's SYNERGETICS USA, INC. position peaked at $3K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.