BRWA
PDS

B. Riley Wealth Advisors’s Precision Drilling PDS Stock Holding History

B. Riley Wealth Advisors’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-44
Closed -$5 – 1568
2014
Q4 		$5 Buy
+44
New +$6.68K ﹤0.01% 3162
2014
Q3 		– Sell
-44
Closed -$12.3K – 1527
2014
Q2 		$12.3K Buy
+44
New +$11.3K ﹤0.01% 1692

Other funds holding PDS

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
TCM
Tetrem Capital Management Winnipeg, Manitoba, Canada $2.29B AUM 16.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Precision Drilling (PDS) in Q1 2015, closing a stake of 44 shares — an estimated $5 sold.

B. Riley Wealth Advisors first reported a position in PDS in Q2 2014 and held it in 2 quarters. The position peaked at $12.3K in Q2 2014. 131 funds tracked by Wall St. Rank hold PDS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Precision Drilling position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 44 Precision Drilling shares in Q1 2015, an estimated $5.
  • B. Riley Wealth Advisors first reported a position in Precision Drilling in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Precision Drilling position peaked at $12.3K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held Precision Drilling as of Q1 2015.

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