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B. Riley Wealth Management’s RE/MAX Holdings RMAX Stock Holding History

B. Riley Wealth Management’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$17K – 619
2015
Q2 		$17K Hold
500
– – 0.01% 641
2015
Q1 		$16K Buy
+500
New +$17.1K 0.01% 664

Other funds holding RMAX

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

B. Riley Wealth Management sold out of RE/MAX Holdings (RMAX) in Q3 2015, closing a stake of 500 shares — an estimated $17K sold.

B. Riley Wealth Management first reported a position in RMAX in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q2 2015. 99 funds tracked by Wall St. Rank hold RMAX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining RE/MAX Holdings position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 RE/MAX Holdings shares in Q3 2015, an estimated $17K.
  • B. Riley Wealth Management first reported a position in RE/MAX Holdings in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's RE/MAX Holdings position peaked at $17K in Q2 2015.
  • 99 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q3 2015.

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