BRWA
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B. Riley Wealth Advisors’s Pure Cycle PCYO Stock Holding History

B. Riley Wealth Advisors’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,000
Closed -$33.9K – 1523
2014
Q2 		$33.9K Buy
+5,000
New +$28.6K 0.01% 1198

Other funds holding PCYO

PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
SC
Sophrosyne Capital New York $11.5M AUM 17.82% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

B. Riley Wealth Advisors's PCYO Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Pure Cycle (PCYO) in Q3 2014, closing a stake of 5,000 shares — an estimated $33.9K sold.

B. Riley Wealth Advisors first reported a position in PCYO in Q2 2014 and held it in 1 quarter. The position peaked at $33.9K in Q2 2014. 47 funds tracked by Wall St. Rank hold PCYO as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Pure Cycle position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,000 Pure Cycle shares in Q3 2014, an estimated $33.9K.
  • B. Riley Wealth Advisors first reported a position in Pure Cycle in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Pure Cycle position peaked at $33.9K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Pure Cycle as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.