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B. Riley Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

B. Riley Wealth Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-310
Closed -$15 – 1547
2014
Q4 		$15 Buy
+310
New +$14.1K ﹤0.01% 2674
2014
Q3 		– Sell
-312
Closed -$15.4K – 1505
2014
Q2 		$15.4K Buy
+312
New +$14.2K ﹤0.01% 1592

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Penske Automotive Group (PAG) in Q1 2015, closing a stake of 310 shares — an estimated $15 sold.

B. Riley Wealth Advisors first reported a position in PAG in Q2 2014 and held it in 2 quarters. The position peaked at $15.4K in Q2 2014. 204 funds tracked by Wall St. Rank hold PAG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Penske Automotive Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 310 Penske Automotive Group shares in Q1 2015, an estimated $15.
  • B. Riley Wealth Advisors first reported a position in Penske Automotive Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Penske Automotive Group position peaked at $15.4K in Q2 2014.
  • 204 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2015.

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