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B. Riley Wealth Advisors’s WidePoint Corp WYY Stock Holding History

B. Riley Wealth Advisors’s Portfolio WYY Stock Details WYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,783
Closed -$24K – 657
2016
Q2 		$24K Sell
3,783
-198
-5% -$1.44K ﹤0.01% 608
2016
Q1 		$24K Sell
3,981
-463
-10% -$2.84K 0.01% 547
2015
Q4 		$31K Buy
4,444
+1,222
+38% +$9.84K 0.01% 551
2015
Q3 		$29K Buy
+3,222
New +$47.8K 0.01% 544

Other funds holding WYY

NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's WYY Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of WidePoint Corp (WYY) in Q3 2016, closing a stake of 3,783 shares — an estimated $24K sold.

B. Riley Wealth Advisors first reported a position in WYY in Q3 2015 and held it in 4 quarters. The position peaked at $31K in Q4 2015. 33 funds tracked by Wall St. Rank hold WYY as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining WidePoint Corp position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,783 WidePoint Corp shares in Q3 2016, an estimated $24K.
  • B. Riley Wealth Advisors first reported a position in WidePoint Corp in Q3 2015 and held it in 4 quarters.
  • B. Riley Wealth Advisors's WidePoint Corp position peaked at $31K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.