BRWM
IT icon

B. Riley Wealth Management’s Gartner IT Stock Holding History

B. Riley Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$42K – 1062
2014
Q4 		$42K Hold
500
– – 0.03% 417
2014
Q3 		$36K Hold
500
– – 0.03% 477
2014
Q2 		$35K Hold
500
– – 0.02% 538
2014
Q1 		$35K Buy
+500
New +$34.6K 0.03% 517

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Gartner (IT) in Q1 2015, closing a stake of 500 shares — an estimated $42K sold.

B. Riley Wealth Management first reported a position in IT in Q1 2014 and held it in 4 quarters. The position peaked at $42K in Q4 2014. 288 funds tracked by Wall St. Rank hold IT as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Gartner position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Gartner shares in Q1 2015, an estimated $42K.
  • B. Riley Wealth Management first reported a position in Gartner in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Gartner position peaked at $42K in Q4 2014.
  • 288 funds tracked by Wall St. Rank held Gartner as of Q1 2015.

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