BRWA
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B. Riley Wealth Advisors’s FirstService FSV Stock Holding History

B. Riley Wealth Advisors’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,885
Closed -$267K – 755
2018
Q4 		$267K Buy
3,885
+1,164
+43% +$87K 0.04% 476
2018
Q3 		$231K Buy
+2,721
New +$226K 0.03% 595

Other funds holding FSV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

B. Riley Wealth Advisors's FSV Position: Q1 2019 in Review

B. Riley Wealth Advisors sold out of FirstService (FSV) in Q1 2019, closing a stake of 3,885 shares — an estimated $267K sold.

B. Riley Wealth Advisors first reported a position in FSV in Q3 2018 and held it in 2 quarters. The position peaked at $267K in Q4 2018. 133 funds tracked by Wall St. Rank hold FSV as of Q1 2019.

  • B. Riley Wealth Advisors reported no remaining FirstService position as of Q1 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,885 FirstService shares in Q1 2019, an estimated $267K.
  • B. Riley Wealth Advisors first reported a position in FirstService in Q3 2018 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FirstService position peaked at $267K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held FirstService as of Q1 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.