BRWA
SALE

B. Riley Wealth Advisors’s RetailMeNot, Inc. Series 1 SALE Stock Holding History

B. Riley Wealth Advisors’s Portfolio SALE Stock Details SALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-125
Closed -$2 – 2472
2014
Q4 		$2 Buy
+125
New +$1.95K ﹤0.01% 3480
2014
Q3 		– Sell
-700
Closed -$18.6K – 2283
2014
Q2 		$18.6K Buy
+700
New +$20.4K ﹤0.01% 1499

Other funds holding SALE

SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
NVPX
Norwest Venture Partners XI Palo Alto, California $32.1M AUM 15.68% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RCMC
Rubric Capital Management (Connecticut) Stamford, Connecticut $6.44M AUM 43.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of RetailMeNot, Inc. Series 1 (SALE) in Q1 2015, closing a stake of 125 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in SALE in Q2 2014 and held it in 2 quarters. The position peaked at $18.6K in Q2 2014. 108 funds tracked by Wall St. Rank hold SALE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining RetailMeNot, Inc. Series 1 position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 125 RetailMeNot, Inc. Series 1 shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in RetailMeNot, Inc. Series 1 in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's RetailMeNot, Inc. Series 1 position peaked at $18.6K in Q2 2014.
  • 108 funds tracked by Wall St. Rank held RetailMeNot, Inc. Series 1 as of Q1 2015.

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