B. Riley Financial’s Block Inc XYZ Stock Holding History

B. Riley Financial’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,740	Closed	-$307K	–	311
2018 Q2	$307K	Sell	4,740 -310	-6%	-$17.1K	0.08%	227
2018 Q1	$248K	Buy	+5,050	New	+$232K	0.07%	242

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

B. Riley Financial sold out of Block Inc (XYZ) in Q3 2018, closing a stake of 4,740 shares — an estimated $307K sold.

B. Riley Financial first reported a position in XYZ in Q1 2018 and held it in 2 quarters. The position peaked at $307K in Q2 2018. 598 funds tracked by Wall St. Rank hold XYZ as of Q3 2018.

B. Riley Financial reported no remaining Block Inc position as of Q3 2018 after selling out during the quarter.
B. Riley Financial sold 4,740 Block Inc shares in Q3 2018, an estimated $307K.
B. Riley Financial first reported a position in Block Inc in Q1 2018 and held it in 2 quarters.
B. Riley Financial's Block Inc position peaked at $307K in Q2 2018.
598 funds tracked by Wall St. Rank held Block Inc as of Q3 2018.

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