BRWM
SWIR

B. Riley Wealth Management’s Sierra Wireless SWIR Stock Holding History

B. Riley Wealth Management’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-450
Closed -$21K – 1113
2014
Q4 		$21K Sell
450
-400
-47% -$13.7K 0.02% 582
2014
Q3 		$22K Buy
+850
New +$20.4K 0.02% 583

Other funds holding SWIR

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's SWIR Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Sierra Wireless (SWIR) in Q1 2015, closing a stake of 450 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in SWIR in Q3 2014 and held it in 2 quarters. The position peaked at $22K in Q3 2014. 100 funds tracked by Wall St. Rank hold SWIR as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Sierra Wireless position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 450 Sierra Wireless shares in Q1 2015, an estimated $21K.
  • B. Riley Wealth Management first reported a position in Sierra Wireless in Q3 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Sierra Wireless position peaked at $22K in Q3 2014.
  • 100 funds tracked by Wall St. Rank held Sierra Wireless as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.