BRWA
P

B. Riley Wealth Advisors’s Everpure Inc P Stock Holding History

B. Riley Wealth Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,300
Closed -$268K – 720
2018
Q3 		$268K Sell
10,300
-10,161
-50% -$252K 0.03% 536
2018
Q2 		$489K Sell
20,461
-5,100
-20% -$112K 0.06% 332
2018
Q1 		$510K Buy
+25,561
New +$502K 0.07% 308

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Advisors's P Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Everpure Inc (P) in Q4 2018, closing a stake of 10,300 shares — an estimated $268K sold.

B. Riley Wealth Advisors first reported a position in P in Q1 2018 and held it in 3 quarters. The position peaked at $510K in Q1 2018. 254 funds tracked by Wall St. Rank hold P as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Everpure Inc position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,300 Everpure Inc shares in Q4 2018, an estimated $268K.
  • B. Riley Wealth Advisors first reported a position in Everpure Inc in Q1 2018 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Everpure Inc position peaked at $510K in Q1 2018.
  • 254 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.