PAIM
SURG

Punch & Associates Investment Management’s SYNERGETICS USA, INC. SURG Stock Holding History

Punch & Associates Investment 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
Q2 		– Sell
-488,980
Closed -$1.49M – 180
2014
Q1 		$1.49M Sell
488,980
-389,376
-44% -$1.32M 0.2% 145
2013
Q4 		$3.18M Sell
878,356
-292,725
-25% -$1.2M 0.43% 101
2013
Q3 		$5.33M Buy
1,171,081
+11,280
+1% +$46.8K 0.83% 33
2013
Q2 		$4.57M Buy
+1,159,801
New +$3.82M 0.8% 38

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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Punch & Associates Investment Management's SURG Position: Q2 2014 in Review

Punch & Associates Investment Management sold out of SYNERGETICS USA, INC. (SURG) in Q2 2014, closing a stake of 488,980 shares — an estimated $1.49M sold.

Punch & Associates Investment Management first reported a position in SURG in Q2 2013 and held it in 4 quarters. The position peaked at $5.33M in Q3 2013. 51 funds tracked by Wall St. Rank hold SURG as of Q2 2014.

  • Punch & Associates Investment Management reported no remaining SYNERGETICS USA, INC. position as of Q2 2014 after selling out during the quarter.
  • Punch & Associates Investment Management sold 488,980 SYNERGETICS USA, INC. shares in Q2 2014, an estimated $1.49M.
  • Punch & Associates Investment Management first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 4 quarters.
  • Punch & Associates Investment Management's SYNERGETICS USA, INC. position peaked at $5.33M in Q3 2013.
  • 51 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q2 2014.

Based on Punch & Associates Investment Management's 13F filing for Q2 2014, filed 10 Jul 2014.