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B. Riley Wealth Advisors’s Spectrum Brands SPB Stock Holding History

B. Riley Wealth Advisors’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,649
Closed -$202K – 560
2016
Q4 		$202K Buy
+1,649
New +$211K 0.04% 464
2015
Q1 		– Sell
-20
Closed -$2 – 1777
2014
Q4 		$2 Buy
+20
New +$1.82K ﹤0.01% 3432

Other funds holding SPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

B. Riley Wealth Advisors's SPB Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Spectrum Brands (SPB) in Q1 2017, closing a stake of 1,649 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in SPB in Q4 2014 and held it in 2 quarters. The position peaked at $202K in Q4 2016. 292 funds tracked by Wall St. Rank hold SPB as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Spectrum Brands position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,649 Spectrum Brands shares in Q1 2017, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in Spectrum Brands in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Spectrum Brands position peaked at $202K in Q4 2016.
  • 292 funds tracked by Wall St. Rank held Spectrum Brands as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.