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B. Riley Wealth Advisors’s Universal Electronics UEIC Stock Holding History

B. Riley Wealth Advisors’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-58
Closed -$4 – 1898
2014
Q4 		$4 Buy
+58
New +$3.33K ﹤0.01% 3241
2014
Q3 		– Sell
-58
Closed -$2.83K – 1808
2014
Q2 		$2.83K Buy
+58
New +$2.39K ﹤0.01% 2173
2013
Q4 		– Sell
-3,562
Closed -$128K – 720
2013
Q3 		$128K Buy
+3,562
New +$112K 0.04% 478

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Universal Electronics (UEIC) in Q1 2015, closing a stake of 58 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in UEIC in Q3 2013 and held it in 3 quarters. The position peaked at $128K in Q3 2013. 150 funds tracked by Wall St. Rank hold UEIC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Universal Electronics position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 58 Universal Electronics shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in Universal Electronics in Q3 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Universal Electronics position peaked at $128K in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2015.

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