BRWA
CPHD

B. Riley Wealth Advisors’s Cepheid Inc CPHD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CPHD Stock Details CPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,500
Closed -$242K – 3814
2014
Q3 		$242K Buy
+5,500
New +$232K 0.06% 442

Other funds holding CPHD

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

B. Riley Wealth Advisors's CPHD Position: Q4 2014 in Review

B. Riley Wealth Advisors sold out of Cepheid Inc (CPHD) in Q4 2014, closing a stake of 5,500 shares — an estimated $242K sold.

B. Riley Wealth Advisors first reported a position in CPHD in Q3 2014 and held it in 1 quarter. The position peaked at $242K in Q3 2014. 216 funds tracked by Wall St. Rank hold CPHD as of Q4 2014.

  • B. Riley Wealth Advisors reported no remaining Cepheid Inc position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,500 Cepheid Inc shares in Q4 2014, an estimated $242K.
  • B. Riley Wealth Advisors first reported a position in Cepheid Inc in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Cepheid Inc position peaked at $242K in Q3 2014.
  • 216 funds tracked by Wall St. Rank held Cepheid Inc as of Q4 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2014, filed 18 Feb 2015.