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B. Riley Wealth Management’s Barclays BCS Stock Holding History

B. Riley Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,071
Closed -$16K – 197
2015
Q2 		$16K Sell
1,071
-5
-0.5% -$75 0.01% 648
2015
Q1 		$14K Buy
+1,076
New +$15.1K 0.01% 684

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Management's BCS Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Barclays (BCS) in Q3 2015, closing a stake of 1,071 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in BCS in Q1 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 221 funds tracked by Wall St. Rank hold BCS as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Barclays position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,071 Barclays shares in Q3 2015, an estimated $16K.
  • B. Riley Wealth Management first reported a position in Barclays in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's Barclays position peaked at $16K in Q2 2015.
  • 221 funds tracked by Wall St. Rank held Barclays as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.