BRWA
PES

B. Riley Wealth Advisors’s Pioneer Energy Services Corp. PES Stock Holding History

B. Riley Wealth Advisors’s Portfolio PES Stock Details PES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-28
Closed – – 2311
2014
Q4 		$0 Buy
+28
New +$227 ﹤0.01% 3786
2014
Q3 		– Sell
-28
Closed -$495 – 2159
2014
Q2 		$495 Buy
+28
New +$420 ﹤0.01% 2329

Other funds holding PES

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pioneer Energy Services Corp. (PES) in Q1 2015, closing a stake of 28 shares.

B. Riley Wealth Advisors first reported a position in PES in Q2 2014 and held it in 2 quarters. The position peaked at $495 in Q2 2014. 149 funds tracked by Wall St. Rank hold PES as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pioneer Energy Services Corp. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28 Pioneer Energy Services Corp. shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Pioneer Energy Services Corp. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pioneer Energy Services Corp. position peaked at $495 in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Pioneer Energy Services Corp. as of Q1 2015.

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