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B. Riley Wealth Management’s Gentherm THRM Stock Holding History

B. Riley Wealth Management’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,600
Closed -$386K – 167
2015
Q3 		$386K Sell
8,600
-2,000
-19% -$95.8K 0.55% 59
2015
Q2 		$582K Buy
10,600
+10,525
+14,033% +$558K 0.46% 39
2015
Q1 		$3K Buy
75
+25
+50% +$1.06K ﹤0.01% 936
2014
Q4 		$1K Hold
50
– – ﹤0.01% 985
2014
Q3 		$2K Sell
50
-25,300
-100% -$1.19M ﹤0.01% 992
2014
Q2 		$1.13M Buy
+25,350
New +$997K 0.73% 22

Other funds holding THRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

B. Riley Wealth Management's THRM Position: Q4 2015 in Review

B. Riley Wealth Management sold out of Gentherm (THRM) in Q4 2015, closing a stake of 8,600 shares — an estimated $386K sold.

B. Riley Wealth Management first reported a position in THRM in Q2 2014 and held it in 6 quarters. The position peaked at $1.13M in Q2 2014. 231 funds tracked by Wall St. Rank hold THRM as of Q4 2015.

  • B. Riley Wealth Management reported no remaining Gentherm position as of Q4 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 8,600 Gentherm shares in Q4 2015, an estimated $386K.
  • B. Riley Wealth Management first reported a position in Gentherm in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Gentherm position peaked at $1.13M in Q2 2014.
  • 231 funds tracked by Wall St. Rank held Gentherm as of Q4 2015.

Based on B. Riley Wealth Management's 13F filing for Q4 2015, filed 8 Jan 2016.