BRWM
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B. Riley Wealth Management’s Flex FLEX Stock Holding History

B. Riley Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-664
Closed -$5K – 351
2015
Q2 		$5K Hold
664
– – ﹤0.01% 856
2015
Q1 		$6K Sell
664
-2,654
-80% -$23.3K ﹤0.01% 825
2014
Q4 		$27K Buy
3,318
+664
+25% +$5.25K 0.02% 511
2014
Q3 		$20K Hold
2,654
– – 0.01% 598
2014
Q2 		$22K Sell
2,654
-9,820
-79% -$74K 0.01% 640
2014
Q1 		$87K Buy
+12,474
New +$80.7K 0.06% 338

Other funds holding FLEX

GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Flex (FLEX) in Q3 2015, closing a stake of 664 shares — an estimated $5K sold.

B. Riley Wealth Management first reported a position in FLEX in Q1 2014 and held it in 6 quarters. The position peaked at $87K in Q1 2014. 283 funds tracked by Wall St. Rank hold FLEX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Flex position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 664 Flex shares in Q3 2015, an estimated $5K.
  • B. Riley Wealth Management first reported a position in Flex in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Flex position peaked at $87K in Q1 2014.
  • 283 funds tracked by Wall St. Rank held Flex as of Q3 2015.

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