B. Riley Wealth Advisors’s BlackLine BL Stock Holding History

B. Riley Wealth Advisors’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-13,025	Closed	-$428K	–	677
2017 Q4	$428K	Buy	+13,025	New	+$456K	0.06%	353

Other funds holding BL

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's BL Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of BlackLine (BL) in Q1 2018, closing a stake of 13,025 shares — an estimated $428K sold.

B. Riley Wealth Advisors first reported a position in BL in Q4 2017 and held it in 1 quarter. The position peaked at $428K in Q4 2017. 156 funds tracked by Wall St. Rank hold BL as of Q1 2018.

B. Riley Wealth Advisors reported no remaining BlackLine position as of Q1 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,025 BlackLine shares in Q1 2018, an estimated $428K.
B. Riley Wealth Advisors first reported a position in BlackLine in Q4 2017 and held it in 1 quarter.
B. Riley Wealth Advisors's BlackLine position peaked at $428K in Q4 2017.
156 funds tracked by Wall St. Rank held BlackLine as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.