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B. Riley Wealth Advisors’s Kite Realty KRG Stock Holding History

B. Riley Wealth Advisors’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-293
Closed -$8K – 1330
2014
Q4 		$8K Buy
+293
New +$7.75K ﹤0.01% 2975
2014
Q3 		– Sell
-125
Closed -$3.07K – 1323
2014
Q2 		$3.07K Buy
+125
New +$3.06K ﹤0.01% 2159

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Kite Realty (KRG) in Q1 2015, closing a stake of 293 shares — an estimated $8K sold.

B. Riley Wealth Advisors first reported a position in KRG in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 208 funds tracked by Wall St. Rank hold KRG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Kite Realty position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 293 Kite Realty shares in Q1 2015, an estimated $8K.
  • B. Riley Wealth Advisors first reported a position in Kite Realty in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Kite Realty position peaked at $8K in Q4 2014.
  • 208 funds tracked by Wall St. Rank held Kite Realty as of Q1 2015.

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