BRWM
PII icon

B. Riley Wealth Management’s Polaris PII Stock Holding History

B. Riley Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-136
Closed -$20K – 595
2015
Q2 		$20K Buy
136
+40
+42% +$5.76K 0.02% 604
2015
Q1 		$13K Buy
96
+65
+210% +$9.58K 0.01% 710
2014
Q4 		$4K Sell
31
-300
-91% -$45K ﹤0.01% 879
2014
Q3 		$49K Sell
331
-1,151
-78% -$166K 0.04% 414
2014
Q2 		$193K Hold
1,482
– – 0.13% 222
2014
Q1 		$207K Buy
+1,482
New +$200K 0.15% 182

Other funds holding PII

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Polaris (PII) in Q3 2015, closing a stake of 136 shares — an estimated $20K sold.

B. Riley Wealth Management first reported a position in PII in Q1 2014 and held it in 6 quarters. The position peaked at $207K in Q1 2014. 487 funds tracked by Wall St. Rank hold PII as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Polaris position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 136 Polaris shares in Q3 2015, an estimated $20K.
  • B. Riley Wealth Management first reported a position in Polaris in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Polaris position peaked at $207K in Q1 2014.
  • 487 funds tracked by Wall St. Rank held Polaris as of Q3 2015.

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