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B. Riley Wealth Advisors’s PEDEVCO PED Stock Holding History

B. Riley Wealth Advisors’s Portfolio PED Stock Details PED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,847
Closed -$34K – 548
2017
Q1 		$34K Buy
1,847
+450
+32% +$9.53K 0.01% 507
2016
Q4 		$32K Hold
1,397
– – 0.01% 524
2016
Q3 		$51K Hold
1,397
– – 0.01% 597
2016
Q2 		$78K Sell
1,397
-36
-3% -$1.64K 0.02% 578
2016
Q1 		$53K Sell
1,433
-284
-17% -$12.8K 0.01% 534
2015
Q4 		$100K Buy
1,717
+175
+11% +$7.51K 0.02% 520
2015
Q3 		$78K Buy
1,542
+250
+19% +$17.2K 0.02% 525
2015
Q2 		$117K Sell
1,292
-4
-0.3% -$446 0.03% 491
2015
Q1 		$212K Sell
1,296
-1,303
-50% -$155K 0.05% 450
2014
Q4 		$1.27K Buy
2,599
+2,051
+374% +$325K 0.03% 674
2014
Q3 		$180K Buy
548
+268
+96% +$95.5K 0.05% 526
2014
Q2 		$114K Buy
280
+214
+324% +$87.5K 0.03% 661
2014
Q1 		$27K Buy
66
+6
+10% +$2.79K 0.01% 748
2013
Q4 		$26K Buy
+60
New +$38.1K 0.01% 671

Other funds holding PED

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

B. Riley Wealth Advisors's PED Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of PEDEVCO (PED) in Q2 2017, closing a stake of 1,847 shares — an estimated $34K sold.

B. Riley Wealth Advisors first reported a position in PED in Q4 2013 and held it in 14 quarters. The position peaked at $212K in Q1 2015. 11 funds tracked by Wall St. Rank hold PED as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining PEDEVCO position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,847 PEDEVCO shares in Q2 2017, an estimated $34K.
  • B. Riley Wealth Advisors first reported a position in PEDEVCO in Q4 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's PEDEVCO position peaked at $212K in Q1 2015.
  • 11 funds tracked by Wall St. Rank held PEDEVCO as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.