BRWA
SWIR

B. Riley Wealth Advisors’s Sierra Wireless SWIR Stock Holding History

B. Riley Wealth Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,012
Closed -$48 – 2144
2014
Q4 		$48 Buy
+1,012
New +$34.8K ﹤0.01% 2120
2014
Q3 		– Sell
-1,012
Closed -$20.4K – 2021
2014
Q2 		$20.4K Buy
+1,012
New +$20.5K ﹤0.01% 1466

Other funds holding SWIR

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Sierra Wireless (SWIR) in Q1 2015, closing a stake of 1,012 shares — an estimated $48 sold.

B. Riley Wealth Advisors first reported a position in SWIR in Q2 2014 and held it in 2 quarters. The position peaked at $20.4K in Q2 2014. 100 funds tracked by Wall St. Rank hold SWIR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sierra Wireless position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,012 Sierra Wireless shares in Q1 2015, an estimated $48.
  • B. Riley Wealth Advisors first reported a position in Sierra Wireless in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Sierra Wireless position peaked at $20.4K in Q2 2014.
  • 100 funds tracked by Wall St. Rank held Sierra Wireless as of Q1 2015.

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