B. Riley Wealth Advisors’s Insperity NSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,846	Closed	-$348K	–	839
2019 Q2	$348K	Sell	2,846 -20	-0.7%	-$2.41K	0.04%	508
2019 Q1	$355K	Sell	2,866 -1	-0%	-$114	0.04%	437
2018 Q4	$268K	Buy	2,867 +4	+0.1%	+$416	0.04%	474
2018 Q3	$338K	Sell	2,863 -22	-0.8%	-$2.39K	0.04%	456
2018 Q2	$275K	Buy	+2,885	New	+$248K	0.04%	502

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

B. Riley Wealth Advisors's NSP Position: Q3 2019 in Review

B. Riley Wealth Advisors sold out of Insperity (NSP) in Q3 2019, closing a stake of 2,846 shares — an estimated $348K sold.

B. Riley Wealth Advisors first reported a position in NSP in Q2 2018 and held it in 5 quarters. The position peaked at $355K in Q1 2019. 318 funds tracked by Wall St. Rank hold NSP as of Q3 2019.

B. Riley Wealth Advisors reported no remaining Insperity position as of Q3 2019 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,846 Insperity shares in Q3 2019, an estimated $348K.
B. Riley Wealth Advisors first reported a position in Insperity in Q2 2018 and held it in 5 quarters.
B. Riley Wealth Advisors's Insperity position peaked at $355K in Q1 2019.
318 funds tracked by Wall St. Rank held Insperity as of Q3 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.