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B. Riley Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

B. Riley Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-81,619
Closed -$1.36M – 665
2018
Q3 		$1.36M Buy
81,619
+437
+0.5% +$7.07K 0.16% 142
2018
Q2 		$1.25M Sell
81,182
-3,723
-4% -$56.5K 0.17% 148
2018
Q1 		$1.25M Buy
+84,905
New +$1.3M 0.18% 136

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

B. Riley Wealth Advisors's ADX Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q4 2018, closing a stake of 81,619 shares — an estimated $1.36M sold.

B. Riley Wealth Advisors first reported a position in ADX in Q1 2018 and held it in 3 quarters. The position peaked at $1.36M in Q3 2018. 114 funds tracked by Wall St. Rank hold ADX as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 81,619 Adams Diversified Equity Fund shares in Q4 2018, an estimated $1.36M.
  • B. Riley Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q1 2018 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Adams Diversified Equity Fund position peaked at $1.36M in Q3 2018.
  • 114 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.