BRWA
AXIA

B. Riley Wealth Advisors’s AXIA Energia AXIA Stock Holding History

B. Riley Wealth Advisors’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,283
Closed -$4 – 939
2014
Q4 		$4 Buy
+2,283
New +$4.29K ﹤0.01% 3211
2014
Q3 		– Sell
-2,071
Closed -$4.79K – 964
2014
Q2 		$4.79K Buy
+2,071
New +$5.26K ﹤0.01% 2058

Other funds holding AXIA

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of AXIA Energia (AXIA) in Q1 2015, closing a stake of 2,283 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in AXIA in Q2 2014 and held it in 2 quarters. The position peaked at $4.79K in Q2 2014. 64 funds tracked by Wall St. Rank hold AXIA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining AXIA Energia position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,283 AXIA Energia shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in AXIA Energia in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's AXIA Energia position peaked at $4.79K in Q2 2014.
  • 64 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2015.

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