BRWM
RAS

B. Riley Wealth Management’s RAIT Financial Trust RAS Stock Holding History

B. Riley Wealth Management’s Portfolio RAS Stock Details RAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,200
Closed -$16K – 1172
2014
Q3 		$16K Hold
2,200
– – 0.01% 675
2014
Q2 		$18K Buy
+2,200
New +$17.7K 0.01% 691

Other funds holding RAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's RAS Position: Q4 2014 in Review

B. Riley Wealth Management sold out of RAIT Financial Trust (RAS) in Q4 2014, closing a stake of 2,200 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in RAS in Q2 2014 and held it in 2 quarters. The position peaked at $18K in Q2 2014. 118 funds tracked by Wall St. Rank hold RAS as of Q4 2014.

  • B. Riley Wealth Management reported no remaining RAIT Financial Trust position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,200 RAIT Financial Trust shares in Q4 2014, an estimated $16K.
  • B. Riley Wealth Management first reported a position in RAIT Financial Trust in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's RAIT Financial Trust position peaked at $18K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.