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B. Riley Wealth Advisors’s ASE Group ASX Stock Holding History

B. Riley Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-585
Closed -$4K – 661
2014
Q4 		$4K Buy
+585
New +$3.57K ﹤0.01% 3204
2014
Q3 		– Sell
-585
Closed -$3.8K – 735
2014
Q2 		$3.8K Buy
+585
New +$3.54K ﹤0.01% 2117

Other funds holding ASX

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of ASE Group (ASX) in Q1 2015, closing a stake of 585 shares — an estimated $4K sold.

B. Riley Wealth Advisors first reported a position in ASX in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 133 funds tracked by Wall St. Rank hold ASX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ASE Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 585 ASE Group shares in Q1 2015, an estimated $4K.
  • B. Riley Wealth Advisors first reported a position in ASE Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ASE Group position peaked at $4K in Q4 2014.
  • 133 funds tracked by Wall St. Rank held ASE Group as of Q1 2015.

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