BRF
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B. Riley Financial’s Apple AAPL Stock Holding History

B. Riley Financial’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-36,824
Closed -$2.08M – 104
2018
Q3 		$2.08M Sell
36,824
-44,316
-55% -$2.31M 0.59% 37
2018
Q2 		$3.81M Buy
81,140
+11,492
+17% +$521K 1% 19
2018
Q1 		$2.92M Buy
69,648
+15,080
+28% +$649K 0.81% 28
2017
Q4 		$2.31M Sell
54,568
-9,236
-14% -$386K 0.6% 39
2017
Q3 		$2.46M Buy
63,804
+21,160
+50% +$821K 0.67% 39
2017
Q2 		$1.53M Buy
42,644
+2,580
+6% +$95.4K 0.42% 60
2017
Q1 		$1.44M Sell
40,064
-892
-2% -$29.4K 0.72% 35
2016
Q4 		$1.19M Sell
40,956
-536
-1% -$15.2K 0.79% 38
2016
Q3 		$1.17M Sell
41,492
-24,996
-38% -$662K 0.75% 35
2016
Q2 		$1.59M Buy
66,488
+168
+0.3% +$4.17K 0.92% 30
2016
Q1 		$1.81M Buy
66,320
+148
+0.2% +$3.69K 1.33% 22
2015
Q4 		$1.74M Buy
+66,172
New +$1.89M 1.25% 23

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Financial's AAPL Position: Q4 2018 in Review

B. Riley Financial sold out of Apple (AAPL) in Q4 2018, closing a stake of 36,824 shares — an estimated $2.08M sold.

B. Riley Financial first reported a position in AAPL in Q4 2015 and held it in 12 quarters. The position peaked at $3.81M in Q2 2018. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • B. Riley Financial reported no remaining Apple position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 36,824 Apple shares in Q4 2018, an estimated $2.08M.
  • B. Riley Financial first reported a position in Apple in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Apple position peaked at $3.81M in Q2 2018.
  • 3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.