BRWM
INSY

B. Riley Wealth Management’s Insys Therapeutics, Inc. INSY Stock Holding History

B. Riley Wealth Management’s Portfolio INSY Stock Details INSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,400
Closed -$211K – 167
2015
Q4 		$211K Sell
7,400
-1,200
-14% -$33.2K 0.27% 134
2015
Q3 		$244K Sell
8,600
-1,500
-15% -$55.2K 0.35% 111
2015
Q2 		$362K Sell
10,100
-5,000
-33% -$156K 0.29% 92
2015
Q1 		$438K Buy
15,100
+4,500
+42% +$119K 0.33% 74
2014
Q4 		$223K Hold
10,600
– – 0.18% 140
2014
Q3 		$205K Buy
+10,600
New +$166K 0.15% 185

Other funds holding INSY

SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FHAM
Folger Hill Asset Management New York $16.5M AUM 19.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

B. Riley Wealth Management's INSY Position: Q1 2016 in Review

B. Riley Wealth Management sold out of Insys Therapeutics, Inc. (INSY) in Q1 2016, closing a stake of 7,400 shares — an estimated $211K sold.

B. Riley Wealth Management first reported a position in INSY in Q3 2014 and held it in 6 quarters. The position peaked at $438K in Q1 2015. 138 funds tracked by Wall St. Rank hold INSY as of Q1 2016.

  • B. Riley Wealth Management reported no remaining Insys Therapeutics, Inc. position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Management sold 7,400 Insys Therapeutics, Inc. shares in Q1 2016, an estimated $211K.
  • B. Riley Wealth Management first reported a position in Insys Therapeutics, Inc. in Q3 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Insys Therapeutics, Inc. position peaked at $438K in Q1 2015.
  • 138 funds tracked by Wall St. Rank held Insys Therapeutics, Inc. as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.