BRWA
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B. Riley Wealth Advisors’s Quad QUAD Stock Holding History

B. Riley Wealth Advisors’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,150
Closed -$53K – 875
2019
Q4 		$53K Buy
+11,150
New +$69.7K ﹤0.01% 808
2015
Q1 		– Sell
-8
Closed – – 1654
2014
Q4 		$0 Buy
+8
New +$169 ﹤0.01% 3734

Other funds holding QUAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's QUAD Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of Quad (QUAD) in Q1 2020, closing a stake of 11,150 shares — an estimated $53K sold.

B. Riley Wealth Advisors first reported a position in QUAD in Q4 2014 and held it in 2 quarters. The position peaked at $53K in Q4 2019. 108 funds tracked by Wall St. Rank hold QUAD as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining Quad position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,150 Quad shares in Q1 2020, an estimated $53K.
  • B. Riley Wealth Advisors first reported a position in Quad in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Quad position peaked at $53K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Quad as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.