B. Riley Wealth Management’s Costamare CMRE Stock Holding History

B. Riley Wealth Management’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,000	Closed	-$83K	–	440
2020 Q4	$83K	Buy	+10,000	New	+$69.7K	0.01%	369

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Management's CMRE Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Costamare (CMRE) in Q1 2021, closing a stake of 10,000 shares — an estimated $83K sold.

B. Riley Wealth Management first reported a position in CMRE in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 139 funds tracked by Wall St. Rank hold CMRE as of Q1 2021.

B. Riley Wealth Management reported no remaining Costamare position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Management sold 10,000 Costamare shares in Q1 2021, an estimated $83K.
B. Riley Wealth Management first reported a position in Costamare in Q4 2020 and held it in 1 quarter.
B. Riley Wealth Management's Costamare position peaked at $83K in Q4 2020.
139 funds tracked by Wall St. Rank held Costamare as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.