BRWA
CYS

B. Riley Wealth Advisors’s CYS Investments Inc. CYS Stock Holding History

B. Riley Wealth Advisors’s Portfolio CYS Stock Details CYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-28,435
Closed -$207K – 640
2015
Q3 		$207K Buy
+28,435
New +$220K 0.05% 473
2015
Q2 		– Sell
-38,672
Closed -$345K – 618
2015
Q1 		$345K Buy
38,672
+32,220
+499% +$286K 0.08% 315
2014
Q4 		$56 Buy
+6,452
New +$57.7K ﹤0.01% 2040
2014
Q3 		– Sell
-6,952
Closed -$62.7K – 2535
2014
Q2 		$62.7K Buy
+6,952
New +$61.4K 0.01% 926
2014
Q1 		– Sell
-6,252
Closed -$46K – 822
2013
Q4 		$46K Buy
+6,252
New +$50.2K 0.01% 662

Other funds holding CYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

B. Riley Wealth Advisors's CYS Position: Q4 2015 in Review

B. Riley Wealth Advisors sold out of CYS Investments Inc. (CYS) in Q4 2015, closing a stake of 28,435 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in CYS in Q4 2013 and held it in 5 quarters. The position peaked at $345K in Q1 2015. 159 funds tracked by Wall St. Rank hold CYS as of Q4 2015.

  • B. Riley Wealth Advisors reported no remaining CYS Investments Inc. position as of Q4 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28,435 CYS Investments Inc. shares in Q4 2015, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in CYS Investments Inc. in Q4 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's CYS Investments Inc. position peaked at $345K in Q1 2015.
  • 159 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q4 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.