BRWA
STRZA

B. Riley Wealth Advisors’s Starz - Series A STRZA Stock Holding History

B. Riley Wealth Advisors’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-151
Closed -$4 – 2661
2014
Q4 		$4 Buy
+151
New +$4.65K ﹤0.01% 3273
2014
Q3 		– Sell
-25
Closed -$745 – 2468
2014
Q2 		$745 Buy
+25
New +$763 ﹤0.01% 2304
2013
Q3 		– Sell
-3,829
Closed -$85K – 780
2013
Q2 		$85K Buy
+3,829
New +$86K 0.03% 592

Other funds holding STRZA

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NM
Naya Management London, United Kingdom $1.84B AUM 11.4% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Starz - Series A (STRZA) in Q1 2015, closing a stake of 151 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in STRZA in Q2 2013 and held it in 3 quarters. The position peaked at $85K in Q2 2013. 283 funds tracked by Wall St. Rank hold STRZA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Starz - Series A position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 151 Starz - Series A shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in Starz - Series A in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Starz - Series A position peaked at $85K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held Starz - Series A as of Q1 2015.

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