UFA
SRGA

US Financial Advisors’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

US Financial Advisors’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7
Closed -$1K – 399
2014
Q4 		$1K Buy
+7
New +$1.01K ﹤0.01% 335

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $257M AUM 26.39% 1-Year Est. Return
TCM
Tamarack Capital Management Carlsbad, California $840M AUM 19.47% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's SRGA Position: Q1 2015 in Review

US Financial Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2015, closing a stake of 7 shares — an estimated $1K sold.

US Financial Advisors first reported a position in SRGA in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 109 funds tracked by Wall St. Rank hold SRGA as of Q1 2015.

  • US Financial Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • US Financial Advisors sold 7 Surgalign Holdings, Inc. Common Stock shares in Q1 2015, an estimated $1K.
  • US Financial Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2014 and held it in 1 quarter.
  • US Financial Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $1K in Q4 2014.
  • 109 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2015.

Based on US Financial Advisors's 13F filing for Q1 2015, filed 1 May 2015.