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B. Riley Wealth Advisors’s Gentherm THRM Stock Holding History

B. Riley Wealth Advisors’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,090
Closed -$77 – 1850
2014
Q4 		$77 Buy
+2,090
New +$81.7K ﹤0.01% 1861
2014
Q3 		– Sell
-2,180
Closed -$96.9K – 1767
2014
Q2 		$96.9K Buy
+2,180
New +$85.7K 0.02% 743

Other funds holding THRM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Gentherm (THRM) in Q1 2015, closing a stake of 2,090 shares — an estimated $77 sold.

B. Riley Wealth Advisors first reported a position in THRM in Q2 2014 and held it in 2 quarters. The position peaked at $96.9K in Q2 2014. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Gentherm position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,090 Gentherm shares in Q1 2015, an estimated $77.
  • B. Riley Wealth Advisors first reported a position in Gentherm in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Gentherm position peaked at $96.9K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held Gentherm as of Q1 2015.

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