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B. Riley Wealth Management’s OSI Systems OSIS Stock Holding History

B. Riley Wealth Management’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$21K – 568
2015
Q2 		$21K Hold
300
– – 0.02% 595
2015
Q1 		$22K Sell
300
-900
-75% -$64.5K 0.02% 589
2014
Q4 		$84K Hold
1,200
– – 0.07% 303
2014
Q3 		$76K Buy
+1,200
New +$79.7K 0.06% 337

Other funds holding OSIS

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

B. Riley Wealth Management sold out of OSI Systems (OSIS) in Q3 2015, closing a stake of 300 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in OSIS in Q3 2014 and held it in 4 quarters. The position peaked at $84K in Q4 2014. 179 funds tracked by Wall St. Rank hold OSIS as of Q3 2015.

  • B. Riley Wealth Management reported no remaining OSI Systems position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 OSI Systems shares in Q3 2015, an estimated $21K.
  • B. Riley Wealth Management first reported a position in OSI Systems in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's OSI Systems position peaked at $84K in Q4 2014.
  • 179 funds tracked by Wall St. Rank held OSI Systems as of Q3 2015.

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