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B. Riley Wealth Advisors’s Credicorp BAP Stock Holding History

B. Riley Wealth Advisors’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$237K – 522
2016
Q4 		$237K Hold
1,500
– – 0.05% 403
2016
Q3 		$229K Hold
1,500
– – 0.04% 499
2016
Q2 		$232K Buy
+1,500
New +$215K 0.05% 492
2015
Q3 		– Sell
-1,508
Closed -$210K – 566
2015
Q2 		$210K Sell
1,508
-605
-29% -$88.5K 0.05% 442
2015
Q1 		$297K Sell
2,113
-2,111
-50% -$310K 0.07% 358
2014
Q4 		$3.7K Buy
4,224
+2,110
+100% +$335K 0.08% 314
2014
Q3 		$324K Sell
2,114
-2,114
-50% -$324K 0.08% 333
2014
Q2 		$329K Buy
4,228
+2,031
+92% +$304K 0.08% 292
2014
Q1 		$292K Sell
2,197
-10
-0.5% -$1.25K 0.09% 269
2013
Q4 		$282K Sell
2,207
-10
-0.5% -$1.27K 0.09% 252
2013
Q3 		$274K Buy
2,217
+9
+0.4% +$1.07K 0.09% 244
2013
Q2 		$272K Buy
+2,208
New +$307K 0.09% 248

Other funds holding BAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

B. Riley Wealth Advisors's BAP Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Credicorp (BAP) in Q1 2017, closing a stake of 1,500 shares — an estimated $237K sold.

B. Riley Wealth Advisors first reported a position in BAP in Q2 2013 and held it in 12 quarters. The position peaked at $329K in Q2 2014. 285 funds tracked by Wall St. Rank hold BAP as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Credicorp position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,500 Credicorp shares in Q1 2017, an estimated $237K.
  • B. Riley Wealth Advisors first reported a position in Credicorp in Q2 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Credicorp position peaked at $329K in Q2 2014.
  • 285 funds tracked by Wall St. Rank held Credicorp as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.