BRWA
BID

B. Riley Wealth Advisors’s Sotheby's BID Stock Holding History

B. Riley Wealth Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-115
Closed -$5 – 2302
2014
Q4 		$5 Buy
+115
New +$4.54K ﹤0.01% 3185
2014
Q3 		– Sell
-400
Closed -$16.8K – 2151
2014
Q2 		$16.8K Buy
+400
New +$16.3K ﹤0.01% 1542

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Sotheby's (BID) in Q1 2015, closing a stake of 115 shares — an estimated $5 sold.

B. Riley Wealth Advisors first reported a position in BID in Q2 2014 and held it in 2 quarters. The position peaked at $16.8K in Q2 2014. 233 funds tracked by Wall St. Rank hold BID as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sotheby's position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 115 Sotheby's shares in Q1 2015, an estimated $5.
  • B. Riley Wealth Advisors first reported a position in Sotheby's in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Sotheby's position peaked at $16.8K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held Sotheby's as of Q1 2015.

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