B. Riley Wealth Advisors’s Innovex International INVX Stock Holding History

B. Riley Wealth Advisors’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-32	Closed	-$2	–	2041
2014 Q4	$2	Buy	+32	New	+$2.67K	﹤0.01%	3453
2014 Q3	–	Sell	-41	Closed	-$4.48K	–	1937
2014 Q2	$4.48K	Buy	+41	New	+$4.41K	﹤0.01%	2075

Other funds holding INVX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovex International (INVX) in Q1 2015, closing a stake of 32 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in INVX in Q2 2014 and held it in 2 quarters. The position peaked at $4.48K in Q2 2014. 239 funds tracked by Wall St. Rank hold INVX as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Innovex International position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 32 Innovex International shares in Q1 2015, an estimated $2.
B. Riley Wealth Advisors first reported a position in Innovex International in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Innovex International position peaked at $4.48K in Q2 2014.
239 funds tracked by Wall St. Rank held Innovex International as of Q1 2015.

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