B. Riley Wealth Advisors’s Yelp YELP Stock Holding History

B. Riley Wealth Advisors’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,285	Closed	-$443K	–	610
2015 Q2	$443K	Sell	10,285 -2,041	-17%	-$94.7K	0.11%	236
2015 Q1	$583K	Buy	12,326 +9,549	+344%	+$473K	0.14%	188
2014 Q4	$152	Buy	+2,777	New	+$164K	﹤0.01%	1515
2014 Q3	–	Sell	-830	Closed	-$63.6K	–	1925
2014 Q2	$63.6K	Buy	+830	New	+$54K	0.01%	919

Other funds holding YELP

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's YELP Position: Q3 2015 in Review

B. Riley Wealth Advisors sold out of Yelp (YELP) in Q3 2015, closing a stake of 10,285 shares — an estimated $443K sold.

B. Riley Wealth Advisors first reported a position in YELP in Q2 2014 and held it in 4 quarters. The position peaked at $583K in Q1 2015. 183 funds tracked by Wall St. Rank hold YELP as of Q3 2015.

B. Riley Wealth Advisors reported no remaining Yelp position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,285 Yelp shares in Q3 2015, an estimated $443K.
B. Riley Wealth Advisors first reported a position in Yelp in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's Yelp position peaked at $583K in Q1 2015.
183 funds tracked by Wall St. Rank held Yelp as of Q3 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.