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B. Riley Wealth Advisors’s Geron GERN Stock Holding History

B. Riley Wealth Advisors’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$2 – 1115
2014
Q4 		$2 Buy
+500
New +$1.38K ﹤0.01% 3398
2014
Q3 		– Sell
-529
Closed -$1.6K – 1132
2014
Q2 		$1.6K Buy
+529
New +$1.1K ﹤0.01% 2252

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Geron (GERN) in Q1 2015, closing a stake of 500 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in GERN in Q2 2014 and held it in 2 quarters. The position peaked at $1.6K in Q2 2014. 123 funds tracked by Wall St. Rank hold GERN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Geron position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 Geron shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in Geron in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Geron position peaked at $1.6K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Geron as of Q1 2015.

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