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B. Riley Wealth Advisors’s Harvard Bioscience HBIO Stock Holding History

B. Riley Wealth Advisors’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,180
Closed -$32K – 537
2017
Q1 		$32K Sell
1,180
-141
-11% -$4.06K 0.01% 508
2016
Q4 		$41K Buy
+1,321
New +$33.6K 0.01% 520

Other funds holding HBIO

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

B. Riley Wealth Advisors's HBIO Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of Harvard Bioscience (HBIO) in Q2 2017, closing a stake of 1,180 shares — an estimated $32K sold.

B. Riley Wealth Advisors first reported a position in HBIO in Q4 2016 and held it in 2 quarters. The position peaked at $41K in Q4 2016. 60 funds tracked by Wall St. Rank hold HBIO as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining Harvard Bioscience position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,180 Harvard Bioscience shares in Q2 2017, an estimated $32K.
  • B. Riley Wealth Advisors first reported a position in Harvard Bioscience in Q4 2016 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Harvard Bioscience position peaked at $41K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.