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B. Riley Wealth Advisors’s Sonic Automotive SAH Stock Holding History

B. Riley Wealth Advisors’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-700
Closed -$19 – 1708
2014
Q4 		$19 Buy
+700
New +$17.7K ﹤0.01% 2578

Other funds holding SAH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Sonic Automotive (SAH) in Q1 2015, closing a stake of 700 shares — an estimated $19 sold.

B. Riley Wealth Advisors first reported a position in SAH in Q4 2014 and held it in 1 quarter. The position peaked at $19 in Q4 2014. 152 funds tracked by Wall St. Rank hold SAH as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sonic Automotive position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 700 Sonic Automotive shares in Q1 2015, an estimated $19.
  • B. Riley Wealth Advisors first reported a position in Sonic Automotive in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Sonic Automotive position peaked at $19 in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2015.

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