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B. Riley Wealth Management’s Puma Biotechnology PBYI Stock Holding History

B. Riley Wealth Management’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,238
Closed -$81K – 1140
2014
Q2 		$81K Sell
1,238
-23
-2% -$1.64K 0.05% 387
2014
Q1 		$131K Buy
+1,261
New +$148K 0.1% 262

Other funds holding PBYI

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

B. Riley Wealth Management's PBYI Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Puma Biotechnology (PBYI) in Q3 2014, closing a stake of 1,238 shares — an estimated $81K sold.

B. Riley Wealth Management first reported a position in PBYI in Q1 2014 and held it in 2 quarters. The position peaked at $131K in Q1 2014. 184 funds tracked by Wall St. Rank hold PBYI as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Puma Biotechnology position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,238 Puma Biotechnology shares in Q3 2014, an estimated $81K.
  • B. Riley Wealth Management first reported a position in Puma Biotechnology in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Puma Biotechnology position peaked at $131K in Q1 2014.
  • 184 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.