BRWA
FEIC

B. Riley Wealth Advisors’s FEI COMPANY FEIC Stock Holding History

B. Riley Wealth Advisors’s Portfolio FEIC Stock Details FEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-97
Closed -$9 – 2505
2014
Q4 		$9 Buy
+97
New +$8.09K ﹤0.01% 2948
2014
Q3 		– Sell
-125
Closed -$11.3K – 2318
2014
Q2 		$11.3K Sell
125
-2,856
-96% -$252K ﹤0.01% 1738
2014
Q1 		$307K Buy
+2,981
New +$293K 0.09% 257

Other funds holding FEIC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of FEI COMPANY (FEIC) in Q1 2015, closing a stake of 97 shares — an estimated $9 sold.

B. Riley Wealth Advisors first reported a position in FEIC in Q1 2014 and held it in 3 quarters. The position peaked at $307K in Q1 2014. 217 funds tracked by Wall St. Rank hold FEIC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining FEI COMPANY position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 97 FEI COMPANY shares in Q1 2015, an estimated $9.
  • B. Riley Wealth Advisors first reported a position in FEI COMPANY in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's FEI COMPANY position peaked at $307K in Q1 2014.
  • 217 funds tracked by Wall St. Rank held FEI COMPANY as of Q1 2015.

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