SWM
SRDX

SeaCrest Wealth Management’s Surmodics SRDX Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-700
Closed -$27K – 2281
2018
Q1 		$27K Sell
700
-150
-18% -$4.65K 0.01% 1205
2017
Q4 		$24K Buy
+850
New +$25.9K ﹤0.01% 1275

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SeaCrest Wealth Management's SRDX Position: Q2 2018 in Review

SeaCrest Wealth Management sold out of Surmodics (SRDX) in Q2 2018, closing a stake of 700 shares — an estimated $27K sold.

SeaCrest Wealth Management first reported a position in SRDX in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 141 funds tracked by Wall St. Rank hold SRDX as of Q2 2018.

  • SeaCrest Wealth Management reported no remaining Surmodics position as of Q2 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 700 Surmodics shares in Q2 2018, an estimated $27K.
  • SeaCrest Wealth Management first reported a position in Surmodics in Q4 2017 and held it in 2 quarters.
  • SeaCrest Wealth Management's Surmodics position peaked at $27K in Q1 2018.
  • 141 funds tracked by Wall St. Rank held Surmodics as of Q2 2018.

Based on SeaCrest Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.