BRWM
KONA

B. Riley Wealth Management’s Kona Grill, Inc. KONA Stock Holding History

B. Riley Wealth Management’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$2K – 1124
2014
Q4 		$2K Buy
+100
New +$2.15K ﹤0.01% 956

Other funds holding KONA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Kona Grill, Inc. (KONA) in Q1 2015, closing a stake of 100 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in KONA in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 67 funds tracked by Wall St. Rank hold KONA as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Kona Grill, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 Kona Grill, Inc. shares in Q1 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in Kona Grill, Inc. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Kona Grill, Inc. position peaked at $2K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q1 2015.

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