TAM
SURG

THB Asset Management’s SYNERGETICS USA, INC. SURG Stock Holding History

THB Asset Management’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
2013
Q4 		– Sell
-851,479
Closed -$3.87M – 292
2013
Q3 		$3.87M Sell
851,479
-17,850
-2% -$74K 0.24% 155
2013
Q2 		$3.42M Buy
+869,329
New +$2.87M 0.23% 167

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
KF
Kopp Funds Milwaukee, Wisconsin $221M AUM
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 $423M AUM 67.01% 1-Year Est. Return

THB Asset Management's SURG Position: Q4 2013 in Review

THB Asset Management sold out of SYNERGETICS USA, INC. (SURG) in Q4 2013, closing a stake of 851,479 shares — an estimated $3.87M sold.

THB Asset Management first reported a position in SURG in Q2 2013 and held it in 2 quarters. The position peaked at $3.87M in Q3 2013. 57 funds tracked by Wall St. Rank hold SURG as of Q4 2013.

  • THB Asset Management reported no remaining SYNERGETICS USA, INC. position as of Q4 2013 after selling out during the quarter.
  • THB Asset Management sold 851,479 SYNERGETICS USA, INC. shares in Q4 2013, an estimated $3.87M.
  • THB Asset Management first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 2 quarters.
  • THB Asset Management's SYNERGETICS USA, INC. position peaked at $3.87M in Q3 2013.
  • 57 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2013.

Based on THB Asset Management's 13F filing for Q4 2013, filed 6 Feb 2014.