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
2013 Q3	–	Sell	-3,400	Closed	-$68K	–	10691
2013 Q2	$68K	Buy	+3,400	New	+$85.1K	﹤0.01%	6359

Other funds holding SRDX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 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.