BRWA
UCTT

B. Riley Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

B. Riley Wealth Advisors’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,128
Closed -$64.5K – 1806
2014
Q2 		$64.5K Buy
+7,128
New +$68.1K 0.02% 914

Other funds holding UCTT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM

B. Riley Wealth Advisors's UCTT Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Ultra Clean Holdings (UCTT) in Q3 2014, closing a stake of 7,128 shares — an estimated $64.5K sold.

B. Riley Wealth Advisors first reported a position in UCTT in Q2 2014 and held it in 1 quarter. The position peaked at $64.5K in Q2 2014. 113 funds tracked by Wall St. Rank hold UCTT as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Ultra Clean Holdings position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,128 Ultra Clean Holdings shares in Q3 2014, an estimated $64.5K.
  • B. Riley Wealth Advisors first reported a position in Ultra Clean Holdings in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Ultra Clean Holdings position peaked at $64.5K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.