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B. Riley Wealth Advisors’s Adeia ADEA Stock Holding History

B. Riley Wealth Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-291
Closed -$3K – 601
2014
Q4 		$3K Buy
+291
New +$2.4K ﹤0.01% 3289
2014
Q3 		– Sell
-378
Closed -$2.21K – 681
2014
Q2 		$2.21K Buy
+378
New +$2.23K ﹤0.01% 2215

Other funds holding ADEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

B. Riley Wealth Advisors's ADEA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Adeia (ADEA) in Q1 2015, closing a stake of 291 shares — an estimated $3K sold.

B. Riley Wealth Advisors first reported a position in ADEA in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 222 funds tracked by Wall St. Rank hold ADEA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Adeia position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 291 Adeia shares in Q1 2015, an estimated $3K.
  • B. Riley Wealth Advisors first reported a position in Adeia in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Adeia position peaked at $3K in Q4 2014.
  • 222 funds tracked by Wall St. Rank held Adeia as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.