SKK
SURG

Shepherd Kaplan Krochuk’s SYNERGETICS USA, INC. SURG Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q4 		– Sell
-65,568
Closed -$431K – 479
2015
Q3 		$431K Hold
65,568
– – 0.11% 142
2015
Q2 		$308K Sell
65,568
-27,328
-29% -$132K 0.06% 231
2015
Q1 		$501K Sell
92,896
-60,000
-39% -$283K 0.09% 174
2014
Q4 		$665K Sell
152,896
-24,430
-14% -$87.8K 0.11% 176
2014
Q3 		$605K Buy
177,326
+61,668
+53% +$192K 0.08% 187
2014
Q2 		$359K Sell
115,658
-14,800
-11% -$48.8K 0.04% 274
2014
Q1 		$398K Buy
130,458
+83,728
+179% +$284K 0.05% 247
2013
Q4 		$169K Buy
46,730
+4,000
+9% +$16.4K 0.02% 448
2013
Q3 		$194K Hold
42,730
– – 0.03% 441
2013
Q2 		$168K Buy
+42,730
New +$141K 0.03% 456

Shepherd Kaplan Krochuk's SURG Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 65,568 shares — an estimated $431K sold.

Shepherd Kaplan Krochuk first reported a position in SURG in Q2 2013 and held it in 10 quarters. The position peaked at $665K in Q4 2014. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

  • Shepherd Kaplan Krochuk reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 65,568 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $431K.
  • Shepherd Kaplan Krochuk first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 10 quarters.
  • Shepherd Kaplan Krochuk's SYNERGETICS USA, INC. position peaked at $665K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.