BRF
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B. Riley Financial’s Ooma OOMA Stock Holding History

B. Riley Financial’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-33,307
Closed -$471K – 270
2018
Q2 		$471K Sell
33,307
-67,134
-67% -$787K 0.12% 142
2018
Q1 		$1.09M Buy
100,441
+11,643
+13% +$129K 0.31% 81
2017
Q4 		$1.06M Sell
88,798
-99,728
-53% -$1.06M 0.28% 87
2017
Q3 		$2.02M Buy
188,526
+72,681
+63% +$640K 0.55% 48
2017
Q2 		$927K Buy
115,845
+63,603
+122% +$648K 0.25% 95
2017
Q1 		$520K Buy
+52,242
New +$503K 0.26% 84

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TM
Tiger Management New York $22.8M AUM 0.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

B. Riley Financial's OOMA Position: Q3 2018 in Review

B. Riley Financial sold out of Ooma (OOMA) in Q3 2018, closing a stake of 33,307 shares — an estimated $471K sold.

B. Riley Financial first reported a position in OOMA in Q1 2017 and held it in 6 quarters. The position peaked at $2.02M in Q3 2017. 83 funds tracked by Wall St. Rank hold OOMA as of Q3 2018.

  • B. Riley Financial reported no remaining Ooma position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 33,307 Ooma shares in Q3 2018, an estimated $471K.
  • B. Riley Financial first reported a position in Ooma in Q1 2017 and held it in 6 quarters.
  • B. Riley Financial's Ooma position peaked at $2.02M in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Ooma as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.