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B. Riley Wealth Advisors’s Piper Sandler PIPR Stock Holding History

B. Riley Wealth Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,304
Closed -$19K – 1597
2014
Q4 		$19K Buy
+1,304
New +$17.9K ﹤0.01% 2576
2014
Q3 		– Sell
-1,212
Closed -$15.7K – 1551
2014
Q2 		$15.7K Buy
+1,212
New +$13.6K ﹤0.01% 1578

Other funds holding PIPR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2015, closing a stake of 1,304 shares — an estimated $19K sold.

B. Riley Wealth Advisors first reported a position in PIPR in Q2 2014 and held it in 2 quarters. The position peaked at $19K in Q4 2014. 193 funds tracked by Wall St. Rank hold PIPR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Piper Sandler position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,304 Piper Sandler shares in Q1 2015, an estimated $19K.
  • B. Riley Wealth Advisors first reported a position in Piper Sandler in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Piper Sandler position peaked at $19K in Q4 2014.
  • 193 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2015.

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