BRWA
ABCO

B. Riley Wealth Advisors’s Advisory Board Co ABCO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ABCO Stock Details ABCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-258
Closed -$13.4K – 2259
2014
Q2 		$13.4K Buy
+258
New +$14K ﹤0.01% 1652

Other funds holding ABCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's ABCO Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Advisory Board Co (ABCO) in Q3 2014, closing a stake of 258 shares — an estimated $13.4K sold.

B. Riley Wealth Advisors first reported a position in ABCO in Q2 2014 and held it in 1 quarter. The position peaked at $13.4K in Q2 2014. 148 funds tracked by Wall St. Rank hold ABCO as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Advisory Board Co position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 258 Advisory Board Co shares in Q3 2014, an estimated $13.4K.
  • B. Riley Wealth Advisors first reported a position in Advisory Board Co in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Advisory Board Co position peaked at $13.4K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held Advisory Board Co as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.