PCM
SURG

Perkins Capital Management’s SYNERGETICS USA, INC. SURG Stock Holding History

Perkins Capital Management’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
Q1 		– Sell
-50,000
Closed -$181K – 150
2013
Q4 		$181K Sell
50,000
-152,000
-75% -$621K 0.12% 117
2013
Q3 		$919K Buy
202,000
+2,000
+1% +$8.29K 0.66% 57
2013
Q2 		$788K Buy
+200,000
New +$660K 0.63% 60

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Perkins Capital Management's SURG Position: Q1 2014 in Review

Perkins Capital Management sold out of SYNERGETICS USA, INC. (SURG) in Q1 2014, closing a stake of 50,000 shares — an estimated $181K sold.

Perkins Capital Management first reported a position in SURG in Q2 2013 and held it in 3 quarters. The position peaked at $919K in Q3 2013. 59 funds tracked by Wall St. Rank hold SURG as of Q1 2014.

  • Perkins Capital Management reported no remaining SYNERGETICS USA, INC. position as of Q1 2014 after selling out during the quarter.
  • Perkins Capital Management sold 50,000 SYNERGETICS USA, INC. shares in Q1 2014, an estimated $181K.
  • Perkins Capital Management first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 3 quarters.
  • Perkins Capital Management's SYNERGETICS USA, INC. position peaked at $919K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q1 2014.

Based on Perkins Capital Management's 13F filing for Q1 2014, filed 7 May 2014.