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B. Riley Wealth Management’s Research Frontiers REFR Stock Holding History

B. Riley Wealth Management’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-26,200
Closed -$106K – 505
2020
Q2 		$106K Buy
+26,200
New +$97.2K 0.01% 399
2020
Q1 		– Sell
-20,900
Closed -$63K – 557
2019
Q4 		$63K Buy
20,900
+3,000
+17% +$9.62K 0.01% 390
2019
Q3 		$57K Buy
+17,900
New +$68K 0.01% 377
2019
Q2 		– Sell
-12,800
Closed -$28K – 428
2019
Q1 		$28K Buy
+12,800
New +$29.6K ﹤0.01% 391

Other funds holding REFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Management's REFR Position: Q3 2020 in Review

B. Riley Wealth Management sold out of Research Frontiers (REFR) in Q3 2020, closing a stake of 26,200 shares — an estimated $106K sold.

B. Riley Wealth Management first reported a position in REFR in Q1 2019 and held it in 4 quarters. The position peaked at $106K in Q2 2020. 51 funds tracked by Wall St. Rank hold REFR as of Q3 2020.

  • B. Riley Wealth Management reported no remaining Research Frontiers position as of Q3 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 26,200 Research Frontiers shares in Q3 2020, an estimated $106K.
  • B. Riley Wealth Management first reported a position in Research Frontiers in Q1 2019 and held it in 4 quarters.
  • B. Riley Wealth Management's Research Frontiers position peaked at $106K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Research Frontiers as of Q3 2020.

Based on B. Riley Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.