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B. Riley Wealth Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

B. Riley Wealth Advisors’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-19
Closed -$1 – 1656
2014
Q4 		$1 Buy
+19
New +$871 ﹤0.01% 3567

Other funds holding RARE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2015, closing a stake of 19 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in RARE in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 126 funds tracked by Wall St. Rank hold RARE as of Q1 2015.

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

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