WealthTrust Axiom’s SYNERGETICS USA, INC. SURG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-77,700
Closed -$510K 235
2015
Q3
$510K Sell
77,700
-1,000
-1% -$5.19K 0.21% 98
2015
Q2
$369K Hold
78,700
0.14% 124
2015
Q1
$424K Hold
78,700
0.15% 117
2014
Q4
$342K Hold
78,700
0.12% 131
2014
Q3
$268K Hold
78,700
0.09% 158
2014
Q2
$243K Hold
78,700
0.08% 167
2014
Q1
$240K Hold
78,700
0.09% 159
2013
Q4
$284K Hold
78,700
0.11% 131
2013
Q3
$358K Hold
78,700
0.15% 107
2013
Q2
$310K Buy
+78,700
New +$260K 0.13% 115

WealthTrust Axiom's SURG Position: Q4 2015 in Review

WealthTrust Axiom sold out of SYNERGETICS USA, INC. (SURG) in Q4 2015, closing a stake of 77,700 shares — an estimated $510K sold.

WealthTrust Axiom first reported a position in SURG in Q2 2013 and held it in 10 quarters. The position peaked at $510K in Q3 2015. 0 funds tracked by Wall St. Rank hold SURG as of Q4 2015.

  • WealthTrust Axiom reported no remaining SYNERGETICS USA, INC. position as of Q4 2015 after selling out during the quarter.
  • WealthTrust Axiom sold 77,700 SYNERGETICS USA, INC. shares in Q4 2015, an estimated $510K.
  • WealthTrust Axiom first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 10 quarters.
  • WealthTrust Axiom's SYNERGETICS USA, INC. position peaked at $510K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2015.

Based on WealthTrust Axiom's 13F filing for Q4 2015, filed 28 Jan 2016.