BRWM
FRMM

B. Riley Wealth Management’s Forum Markets FRMM Stock Holding History

B. Riley Wealth Management’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11
Closed -$408K – 398
2018
Q4 		$408K Buy
+11
New +$423K 0.09% 203

Other funds holding FRMM

OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

B. Riley Wealth Management's FRMM Position: Q1 2019 in Review

B. Riley Wealth Management sold out of Forum Markets (FRMM) in Q1 2019, closing a stake of 11 shares — an estimated $408K sold.

B. Riley Wealth Management first reported a position in FRMM in Q4 2018 and held it in 1 quarter. The position peaked at $408K in Q4 2018. 13 funds tracked by Wall St. Rank hold FRMM as of Q1 2019.

  • B. Riley Wealth Management reported no remaining Forum Markets position as of Q1 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 11 Forum Markets shares in Q1 2019, an estimated $408K.
  • B. Riley Wealth Management first reported a position in Forum Markets in Q4 2018 and held it in 1 quarter.
  • B. Riley Wealth Management's Forum Markets position peaked at $408K in Q4 2018.
  • 13 funds tracked by Wall St. Rank held Forum Markets as of Q1 2019.

Based on B. Riley Wealth Management's 13F filing for Q1 2019, filed 17 May 2019.