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B. Riley Wealth Advisors’s Blackbaud BLKB Stock Holding History

B. Riley Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-656
Closed -$28 – 728
2014
Q4 		$28 Buy
+656
New +$27.7K ﹤0.01% 2392
2014
Q3 		– Sell
-1,086
Closed -$38.8K – 785
2014
Q2 		$38.8K Buy
+1,086
New +$36.2K 0.01% 1140

Other funds holding BLKB

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Blackbaud (BLKB) in Q1 2015, closing a stake of 656 shares — an estimated $28 sold.

B. Riley Wealth Advisors first reported a position in BLKB in Q2 2014 and held it in 2 quarters. The position peaked at $38.8K in Q2 2014. 177 funds tracked by Wall St. Rank hold BLKB as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Blackbaud position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 656 Blackbaud shares in Q1 2015, an estimated $28.
  • B. Riley Wealth Advisors first reported a position in Blackbaud in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Blackbaud position peaked at $38.8K in Q2 2014.
  • 177 funds tracked by Wall St. Rank held Blackbaud as of Q1 2015.

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