BRWA
DF

B. Riley Wealth Advisors’s Dean Foods Company DF Stock Holding History

B. Riley Wealth Advisors’s Portfolio DF Stock Details DF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,307
Closed -$64K – 2295
2014
Q4 		$64K Buy
+3,307
New +$52.6K ﹤0.01% 1969
2014
Q3 		– Sell
-3,607
Closed -$63.4K – 2146
2014
Q2 		$63.4K Hold
3,607
– – 0.01% 922
2014
Q1 		$56K Sell
3,607
-1,600
-31% -$24.9K 0.02% 723
2013
Q4 		$90K Buy
+5,207
New +$94.8K 0.03% 573

Other funds holding DF

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Dean Foods Company (DF) in Q1 2015, closing a stake of 3,307 shares — an estimated $64K sold.

B. Riley Wealth Advisors first reported a position in DF in Q4 2013 and held it in 4 quarters. The position peaked at $90K in Q4 2013. 208 funds tracked by Wall St. Rank hold DF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Dean Foods Company position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,307 Dean Foods Company shares in Q1 2015, an estimated $64K.
  • B. Riley Wealth Advisors first reported a position in Dean Foods Company in Q4 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Dean Foods Company position peaked at $90K in Q4 2013.
  • 208 funds tracked by Wall St. Rank held Dean Foods Company as of Q1 2015.

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