BRWM
EFII

B. Riley Wealth Management’s Electronics for Imaging EFII Stock Holding History

B. Riley Wealth Management’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-300
Closed -$12K – 1169
2014
Q4 		$12K Hold
300
– – 0.01% 709
2014
Q3 		$13K Hold
300
– – 0.01% 722
2014
Q2 		$13K Hold
300
– – 0.01% 775
2014
Q1 		$13K Buy
+300
New +$12.7K 0.01% 721

Other funds holding EFII

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

B. Riley Wealth Management's EFII Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Electronics for Imaging (EFII) in Q1 2015, closing a stake of 300 shares — an estimated $12K sold.

B. Riley Wealth Management first reported a position in EFII in Q1 2014 and held it in 4 quarters. The position peaked at $13K in Q3 2014. 159 funds tracked by Wall St. Rank hold EFII as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Electronics for Imaging position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 Electronics for Imaging shares in Q1 2015, an estimated $12K.
  • B. Riley Wealth Management first reported a position in Electronics for Imaging in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Electronics for Imaging position peaked at $13K in Q3 2014.
  • 159 funds tracked by Wall St. Rank held Electronics for Imaging as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.