BRWA
ALR

B. Riley Wealth Advisors’s Alere Inc ALR Stock Holding History

B. Riley Wealth Advisors’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-50
Closed -$2 – 2449
2014
Q4 		$2 Buy
+50
New +$1.93K ﹤0.01% 3478
2014
Q3 		– Sell
-1,050
Closed -$39.3K – 2265
2014
Q2 		$39.3K Buy
+1,050
New +$37.4K 0.01% 1135

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Alere Inc (ALR) in Q1 2015, closing a stake of 50 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in ALR in Q2 2014 and held it in 2 quarters. The position peaked at $39.3K in Q2 2014. 210 funds tracked by Wall St. Rank hold ALR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Alere Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 50 Alere Inc shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in Alere Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Alere Inc position peaked at $39.3K in Q2 2014.
  • 210 funds tracked by Wall St. Rank held Alere Inc as of Q1 2015.

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