U
SRDX

UBS’s Surmodics SRDX Stock Holding History

UBS’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
2014
Q3 		$7K Hold
400
– – ﹤0.01% 9180
2014
Q2 		$9K Buy
+400
New +$8.56K ﹤0.01% 9002
2013
Q4 		– Sell
-100
Closed -$2K – 10743
2013
Q3 		$2K Sell
100
-100
-50% -$2.14K ﹤0.01% 9976
2013
Q2 		$4K Buy
+200
New +$5.01K ﹤0.01% 9437

Other funds holding SRDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS's SRDX Position: Q3 2014 in Review

UBS reduced its Surmodics (SRDX) stake by 13% in Q3 2014, selling an estimated $7.97K and leaving 2,679 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #6853.

UBS first reported a position in SRDX in Q2 2013 and has held it in 6 quarters since. The position peaked at $99K in Q4 2013. 112 funds tracked by Wall St. Rank hold SRDX as of Q3 2014.

  • UBS held 2,679 shares of Surmodics worth $49K as of Q3 2014.
  • UBS sold 399 Surmodics shares in Q3 2014, an estimated $7.97K.
  • Surmodics made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6853 holding.
  • UBS first reported a position in Surmodics in Q2 2013 and has held it in 6 quarters since.
  • UBS's Surmodics position peaked at $99K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Surmodics as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.