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B. Riley Wealth Advisors’s Carter's CRI Stock Holding History

B. Riley Wealth Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-826
Closed -$72 – 840
2014
Q4 		$72 Buy
+826
New +$66.7K ﹤0.01% 1898
2014
Q3 		– Sell
-832
Closed -$57.3K – 883
2014
Q2 		$57.3K Buy
+832
New +$60.4K 0.01% 976

Other funds holding CRI

HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Carter's (CRI) in Q1 2015, closing a stake of 826 shares — an estimated $72 sold.

B. Riley Wealth Advisors first reported a position in CRI in Q2 2014 and held it in 2 quarters. The position peaked at $57.3K in Q2 2014. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Carter's position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 826 Carter's shares in Q1 2015, an estimated $72.
  • B. Riley Wealth Advisors first reported a position in Carter's in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Carter's position peaked at $57.3K in Q2 2014.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2015.

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