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B. Riley Wealth Management’s TransDigm Group TDG Stock Holding History

B. Riley Wealth Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$18K – 1087
2014
Q3 		$18K Buy
+100
New +$17.9K 0.01% 644

Other funds holding TDG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

B. Riley Wealth Management sold out of TransDigm Group (TDG) in Q4 2014, closing a stake of 100 shares — an estimated $18K sold.

B. Riley Wealth Management first reported a position in TDG in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 332 funds tracked by Wall St. Rank hold TDG as of Q4 2014.

  • B. Riley Wealth Management reported no remaining TransDigm Group position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 TransDigm Group shares in Q4 2014, an estimated $18K.
  • B. Riley Wealth Management first reported a position in TransDigm Group in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's TransDigm Group position peaked at $18K in Q3 2014.
  • 332 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2014.

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