United Capital Financial Advisors’s SYNERGETICS USA, INC. SURG Stock Holding History

United Capital Financial Advisors’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	-138,460	Closed	-$910K	–	1339
2015 Q3	$910K	Hold	138,460	–	–	0.01%	716
2015 Q2	$651K	Hold	138,460	–	–	0.01%	830
2015 Q1	$677K	Hold	138,460	–	–	0.01%	811
2014 Q4	$602K	Hold	138,460	–	–	0.01%	767
2014 Q3	$472K	Sell	138,460 -20,000	-13%	-$62.4K	0.01%	809
2014 Q2	$491K	Buy	158,460 +20,000	+14%	+$66K	0.01%	686
2014 Q1	$422K	Hold	138,460	–	–	0.01%	672
2013 Q4	$501K	Hold	138,460	–	–	0.02%	437
2013 Q3	$630K	Hold	138,460	–	–	0.02%	406
2013 Q2	$546K	Buy	+138,460	New	+$457K	0.01%	491

United Capital Financial Advisors's SURG Position: Q4 2015 in Review

United Capital Financial Advisors sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 138,460 shares — an estimated $910K sold.

United Capital Financial Advisors first reported a position in SURG in Q2 2013 and held it in 10 quarters. The position peaked at $910K in Q3 2015. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

United Capital Financial Advisors reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 138,460 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $910K.
United Capital Financial Advisors first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 10 quarters.
United Capital Financial Advisors's SYNERGETICS USA, INC. position peaked at $910K in Q3 2015.
0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.