RJA
SURG

Raymond James & Associates’s SYNERGETICS USA, INC. SURG Stock Holding History

Raymond James & Associates’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
-882,794
Closed -$3.2M – 2179
2013
Q4 		$3.2M Buy
882,794
+300
+0% +$1.23K 0.02% 722
2013
Q3 		$4.01M Hold
882,494
– – 0.03% 560
2013
Q2 		$3.48M Buy
+882,494
New +$2.91M 0.03% 564

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

Raymond James & Associates's SURG Position: Q1 2014 in Review

Raymond James & Associates sold out of SYNERGETICS USA, INC. (SURG) in Q1 2014, closing a stake of 882,794 shares — an estimated $3.2M sold.

Raymond James & Associates first reported a position in SURG in Q2 2013 and held it in 3 quarters. The position peaked at $4.01M in Q3 2013. 59 funds tracked by Wall St. Rank hold SURG as of Q1 2014.

  • Raymond James & Associates reported no remaining SYNERGETICS USA, INC. position as of Q1 2014 after selling out during the quarter.
  • Raymond James & Associates sold 882,794 SYNERGETICS USA, INC. shares in Q1 2014, an estimated $3.2M.
  • Raymond James & Associates first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 3 quarters.
  • Raymond James & Associates's SYNERGETICS USA, INC. position peaked at $4.01M in Q3 2013.
  • 59 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q1 2014.

Based on Raymond James & Associates's 13F filing for Q1 2014, filed 13 May 2014.