BRWA
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B. Riley Wealth Advisors’s Liquidity Services LQDT Stock Holding History

B. Riley Wealth Advisors’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4
Closed – – 1365
2014
Q4 		$0 Buy
+4
New +$44 ﹤0.01% 3718
2014
Q3 		– Sell
-466
Closed -$7.34K – 1350
2014
Q2 		$7.34K Buy
+466
New +$7.59K ﹤0.01% 1908

Other funds holding LQDT

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Liquidity Services (LQDT) in Q1 2015, closing a stake of 4 shares.

B. Riley Wealth Advisors first reported a position in LQDT in Q2 2014 and held it in 2 quarters. The position peaked at $7.34K in Q2 2014. 137 funds tracked by Wall St. Rank hold LQDT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Liquidity Services position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4 Liquidity Services shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Liquidity Services in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Liquidity Services position peaked at $7.34K in Q2 2014.
  • 137 funds tracked by Wall St. Rank held Liquidity Services as of Q1 2015.

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