BRWA
VG

B. Riley Wealth Advisors’s Vonage Holdings Corporation VG Stock Holding History

B. Riley Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,500
Closed -$70K – 675
2016
Q3 		$70K Buy
+10,500
New +$63.1K 0.01% 587

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BFA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

B. Riley Wealth Advisors's VG Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Vonage Holdings Corporation (VG) in Q4 2016, closing a stake of 10,500 shares — an estimated $70K sold.

B. Riley Wealth Advisors first reported a position in VG in Q3 2016 and held it in 1 quarter. The position peaked at $70K in Q3 2016. 201 funds tracked by Wall St. Rank hold VG as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Vonage Holdings Corporation position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,500 Vonage Holdings Corporation shares in Q4 2016, an estimated $70K.
  • B. Riley Wealth Advisors first reported a position in Vonage Holdings Corporation in Q3 2016 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Vonage Holdings Corporation position peaked at $70K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.