BRWM
UI icon

B. Riley Wealth Management’s Ubiquiti UI Stock Holding History

B. Riley Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$3K – 709
2015
Q2 		$3K Hold
100
– – ﹤0.01% 939
2015
Q1 		$2K Hold
100
– – ﹤0.01% 973
2014
Q4 		$2K Hold
100
– – ﹤0.01% 949
2014
Q3 		$3K Hold
100
– – ﹤0.01% 961
2014
Q2 		$4K Buy
+100
New +$3.93K ﹤0.01% 968

Other funds holding UI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Ubiquiti (UI) in Q3 2015, closing a stake of 100 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in UI in Q2 2014 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 132 funds tracked by Wall St. Rank hold UI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Ubiquiti position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 Ubiquiti shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in Ubiquiti in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Ubiquiti position peaked at $4K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2015.

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