BRWA
GRA

B. Riley Wealth Advisors’s W.R. Grace & Co. GRA Stock Holding History

B. Riley Wealth Advisors’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-833
Closed -$79 – 2705
2014
Q4 		$79 Buy
+833
New +$77.5K ﹤0.01% 1849
2014
Q3 		– Sell
-853
Closed -$80.6K – 2516
2014
Q2 		$80.6K Buy
+853
New +$80.4K 0.02% 813

Other funds holding GRA

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of W.R. Grace & Co. (GRA) in Q1 2015, closing a stake of 833 shares — an estimated $79 sold.

B. Riley Wealth Advisors first reported a position in GRA in Q2 2014 and held it in 2 quarters. The position peaked at $80.6K in Q2 2014. 225 funds tracked by Wall St. Rank hold GRA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining W.R. Grace & Co. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 833 W.R. Grace & Co. shares in Q1 2015, an estimated $79.
  • B. Riley Wealth Advisors first reported a position in W.R. Grace & Co. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's W.R. Grace & Co. position peaked at $80.6K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q1 2015.

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