BRWA
IM

B. Riley Wealth Advisors’s Ingram Micro IM Stock Holding History

B. Riley Wealth Advisors’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-116
Closed -$3 – 2497
2014
Q4 		$3 Buy
+116
New +$3.06K ﹤0.01% 3348

Other funds holding IM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Ingram Micro (IM) in Q1 2015, closing a stake of 116 shares — an estimated $3 sold.

B. Riley Wealth Advisors first reported a position in IM in Q4 2014 and held it in 1 quarter. The position peaked at $3 in Q4 2014. 264 funds tracked by Wall St. Rank hold IM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Ingram Micro position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 116 Ingram Micro shares in Q1 2015, an estimated $3.
  • B. Riley Wealth Advisors first reported a position in Ingram Micro in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Ingram Micro position peaked at $3 in Q4 2014.
  • 264 funds tracked by Wall St. Rank held Ingram Micro as of Q1 2015.

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