BRWA
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B. Riley Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

B. Riley Wealth Advisors’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-506
Closed -$23.5K – 820
2014
Q2 		$23.5K Buy
+506
New +$23.3K 0.01% 1399

Other funds holding CAKE

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HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's CAKE Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Cheesecake Factory (CAKE) in Q3 2014, closing a stake of 506 shares — an estimated $23.5K sold.

B. Riley Wealth Advisors first reported a position in CAKE in Q2 2014 and held it in 1 quarter. The position peaked at $23.5K in Q2 2014. 231 funds tracked by Wall St. Rank hold CAKE as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Cheesecake Factory position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 506 Cheesecake Factory shares in Q3 2014, an estimated $23.5K.
  • B. Riley Wealth Advisors first reported a position in Cheesecake Factory in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Cheesecake Factory position peaked at $23.5K in Q2 2014.
  • 231 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.