BRWA
SITO

B. Riley Wealth Advisors’s SITO MOBILE, LTD SITO Stock Holding History

B. Riley Wealth Advisors’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-220,442
Closed -$393K – 762
2018
Q3 		$393K Sell
220,442
-291,558
-57% -$609K 0.05% 406
2018
Q2 		$1.33M Sell
512,000
-195,000
-28% -$693K 0.18% 140
2018
Q1 		$2.84M Hold
707,000
– – 0.4% 58
2017
Q4 		$4.75M Buy
707,000
+25,000
+4% +$176K 0.64% 29
2017
Q3 		$4.87M Buy
682,000
+182,000
+36% +$870K 0.81% 25
2017
Q2 		$1.85M Buy
500,000
+365,000
+270% +$1.23M 0.34% 84
2017
Q1 		$347K Buy
+135,000
New +$306K 0.07% 301

Other funds holding SITO

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

B. Riley Wealth Advisors's SITO Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of SITO MOBILE, LTD (SITO) in Q4 2018, closing a stake of 220,442 shares — an estimated $393K sold.

B. Riley Wealth Advisors first reported a position in SITO in Q1 2017 and held it in 7 quarters. The position peaked at $4.87M in Q3 2017. 21 funds tracked by Wall St. Rank hold SITO as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining SITO MOBILE, LTD position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 220,442 SITO MOBILE, LTD shares in Q4 2018, an estimated $393K.
  • B. Riley Wealth Advisors first reported a position in SITO MOBILE, LTD in Q1 2017 and held it in 7 quarters.
  • B. Riley Wealth Advisors's SITO MOBILE, LTD position peaked at $4.87M in Q3 2017.
  • 21 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.