Robert N. Shapiro’s Surmodics SRDX Stock Holding History

Robert N. Shapiro’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-2,750	Closed	-$65K	–	890
2013 Q3	$65K	Hold	2,750	–	–	0.01%	519
2013 Q2	$55K	Buy	+2,750	New	+$68.8K	0.01%	534

Other funds holding SRDX

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Robert N. Shapiro's SRDX Position: Q4 2013 in Review

Robert N. Shapiro sold out of Surmodics (SRDX) in Q4 2013, closing a stake of 2,750 shares — an estimated $65K sold.

Robert N. Shapiro first reported a position in SRDX in Q2 2013 and held it in 2 quarters. The position peaked at $65K in Q3 2013. 109 funds tracked by Wall St. Rank hold SRDX as of Q4 2013.

Robert N. Shapiro reported no remaining Surmodics position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 2,750 Surmodics shares in Q4 2013, an estimated $65K.
Robert N. Shapiro first reported a position in Surmodics in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's Surmodics position peaked at $65K in Q3 2013.
109 funds tracked by Wall St. Rank held Surmodics as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.