PL
SURG

Plancorp LLC’s SYNERGETICS USA, INC. SURG Stock Holding History

Plancorp LLC’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
-39,714
Closed -$135K – 110
2014
Q3 		$135K Buy
+39,714
New +$124K 0.14% 93
2014
Q2 		– Sell
-45,714
Closed -$139K – 128
2014
Q1 		$139K Hold
45,714
– – 0.09% 116
2013
Q4 		$165K Buy
+45,714
New +$187K 0.14% 91

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

Plancorp LLC's SURG Position: Q4 2014 in Review

Plancorp LLC sold out of SYNERGETICS USA, INC. (SURG) in Q4 2014, closing a stake of 39,714 shares — an estimated $135K sold.

Plancorp LLC first reported a position in SURG in Q4 2013 and held it in 3 quarters. The position peaked at $165K in Q4 2013. 50 funds tracked by Wall St. Rank hold SURG as of Q4 2014.

  • Plancorp LLC reported no remaining SYNERGETICS USA, INC. position as of Q4 2014 after selling out during the quarter.
  • Plancorp LLC sold 39,714 SYNERGETICS USA, INC. shares in Q4 2014, an estimated $135K.
  • Plancorp LLC first reported a position in SYNERGETICS USA, INC. in Q4 2013 and held it in 3 quarters.
  • Plancorp LLC's SYNERGETICS USA, INC. position peaked at $165K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2014.

Based on Plancorp LLC's 13F filing for Q4 2014, filed 6 Feb 2015.