Ropes Wealth Advisors’s Surmodics SRDX Stock Holding History

Ropes Wealth Advisors’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
2018 Q1	–	Sell	-143	Closed	-$4K	–	728
2017 Q4	$4K	Hold	143	–	–	﹤0.01%	651
2017 Q3	$4K	Buy	+143	New	+$3.89K	﹤0.01%	621

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ropes Wealth Advisors's SRDX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Surmodics (SRDX) in Q1 2018, closing a stake of 143 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in SRDX in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 116 funds tracked by Wall St. Rank hold SRDX as of Q1 2018.

Ropes Wealth Advisors reported no remaining Surmodics position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 143 Surmodics shares in Q1 2018, an estimated $4K.
Ropes Wealth Advisors first reported a position in Surmodics in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Surmodics position peaked at $4K in Q4 2017.
116 funds tracked by Wall St. Rank held Surmodics as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.