B. Riley Wealth Advisors’s Pegasystems PEGA Stock Holding History

B. Riley Wealth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-14	Closed	–	–	1569
2014 Q4	$0	Buy	+14	New	+$143	﹤0.01%	3729

Other funds holding PEGA

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

TAM

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pegasystems (PEGA) in Q1 2015, closing a stake of 14 shares.

B. Riley Wealth Advisors first reported a position in PEGA in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 125 funds tracked by Wall St. Rank hold PEGA as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Pegasystems position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 14 Pegasystems shares in Q1 2015.
B. Riley Wealth Advisors first reported a position in Pegasystems in Q4 2014 and held it in 1 quarter.
B. Riley Wealth Advisors's Pegasystems position peaked at $0 in Q4 2014.
125 funds tracked by Wall St. Rank held Pegasystems as of Q1 2015.

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