BRWA
EVOL

B. Riley Wealth Advisors’s Evolving Systems, Inc. EVOL Stock Holding History

B. Riley Wealth Advisors’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-20,000
Closed -$82K – 588
2016
Q4 		$82K Sell
20,000
-55,000
-73% -$227K 0.02% 506
2016
Q3 		$327K Buy
75,000
+39,202
+110% +$180K 0.06% 383
2016
Q2 		$186K Buy
35,798
+5,223
+17% +$28.4K 0.04% 539
2016
Q1 		$176K Sell
30,575
-69,425
-69% -$371K 0.04% 485
2015
Q4 		$550K Sell
100,000
-66,790
-40% -$382K 0.11% 222
2015
Q3 		$1M Buy
166,790
+118,790
+247% +$836K 0.24% 109
2015
Q2 		$431K Buy
+48,000
New +$437K 0.11% 243

Other funds holding EVOL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's EVOL Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Evolving Systems, Inc. (EVOL) in Q1 2017, closing a stake of 20,000 shares — an estimated $82K sold.

B. Riley Wealth Advisors first reported a position in EVOL in Q2 2015 and held it in 7 quarters. The position peaked at $1M in Q3 2015. 35 funds tracked by Wall St. Rank hold EVOL as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Evolving Systems, Inc. position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,000 Evolving Systems, Inc. shares in Q1 2017, an estimated $82K.
  • B. Riley Wealth Advisors first reported a position in Evolving Systems, Inc. in Q2 2015 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Evolving Systems, Inc. position peaked at $1M in Q3 2015.
  • 35 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.