BRWM
BID

B. Riley Wealth Management’s Sotheby's BID Stock Holding History

B. Riley Wealth Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,860
Closed -$120K – 1192
2014
Q2 		$120K Sell
2,860
-53
-2% -$2.16K 0.08% 320
2014
Q1 		$127K Buy
+2,913
New +$140K 0.09% 266

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

B. Riley Wealth Management's BID Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Sotheby's (BID) in Q3 2014, closing a stake of 2,860 shares — an estimated $120K sold.

B. Riley Wealth Management first reported a position in BID in Q1 2014 and held it in 2 quarters. The position peaked at $127K in Q1 2014. 235 funds tracked by Wall St. Rank hold BID as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Sotheby's position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,860 Sotheby's shares in Q3 2014, an estimated $120K.
  • B. Riley Wealth Management first reported a position in Sotheby's in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Sotheby's position peaked at $127K in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Sotheby's as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.