BRF
FRMM

B. Riley Financial’s Forum Markets FRMM Stock Holding History

B. Riley Financial’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11
Closed -$404K – 113
2018
Q3 		$404K Hold
11
– – 0.11% 136
2018
Q2 		$398K Buy
+11
New +$414K 0.1% 186

Other funds holding FRMM

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

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

B. Riley Financial sold out of Forum Markets (FRMM) in Q4 2018, closing a stake of 11 shares — an estimated $404K sold.

B. Riley Financial first reported a position in FRMM in Q2 2018 and held it in 2 quarters. The position peaked at $404K in Q3 2018. 19 funds tracked by Wall St. Rank hold FRMM as of Q4 2018.

  • B. Riley Financial reported no remaining Forum Markets position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 11 Forum Markets shares in Q4 2018, an estimated $404K.
  • B. Riley Financial first reported a position in Forum Markets in Q2 2018 and held it in 2 quarters.
  • B. Riley Financial's Forum Markets position peaked at $404K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Forum Markets as of Q4 2018.

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