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B. Riley Wealth Advisors’s Weis Markets WMK Stock Holding History

B. Riley Wealth Advisors’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-600
Closed -$29 – 1983
2014
Q4 		$29 Buy
+600
New +$26.2K ﹤0.01% 2382
2014
Q3 		– Sell
-600
Closed -$27.4K – 1890
2014
Q2 		$27.4K Buy
+600
New +$27.6K 0.01% 1323

Other funds holding WMK

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Weis Markets (WMK) in Q1 2015, closing a stake of 600 shares — an estimated $29 sold.

B. Riley Wealth Advisors first reported a position in WMK in Q2 2014 and held it in 2 quarters. The position peaked at $27.4K in Q2 2014. 93 funds tracked by Wall St. Rank hold WMK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Weis Markets position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 600 Weis Markets shares in Q1 2015, an estimated $29.
  • B. Riley Wealth Advisors first reported a position in Weis Markets in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Weis Markets position peaked at $27.4K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held Weis Markets as of Q1 2015.

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