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B. Riley Wealth Advisors’s Popular Inc BPOP Stock Holding History

B. Riley Wealth Advisors’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$3K – 739
2014
Q4 		$3K Buy
+100
New +$3.14K ﹤0.01% 3295
2014
Q3 		– Sell
-190
Closed -$6.49K – 794
2014
Q2 		$6.49K Buy
+190
New +$5.86K ﹤0.01% 1961

Other funds holding BPOP

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Popular Inc (BPOP) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

B. Riley Wealth Advisors first reported a position in BPOP in Q2 2014 and held it in 2 quarters. The position peaked at $6.49K in Q2 2014. 218 funds tracked by Wall St. Rank hold BPOP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Popular Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 100 Popular Inc shares in Q1 2015, an estimated $3K.
  • B. Riley Wealth Advisors first reported a position in Popular Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Popular Inc position peaked at $6.49K in Q2 2014.
  • 218 funds tracked by Wall St. Rank held Popular Inc as of Q1 2015.

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