BRWM
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B. Riley Wealth Management’s INNOVATE Corp VATE Stock Holding History

B. Riley Wealth Management’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,440
Closed -$84K – 436
2019
Q1 		$84K Buy
3,440
+1,494
+77% +$46.5K 0.01% 383
2018
Q4 		$51K Buy
1,946
+681
+54% +$28.7K 0.01% 335
2018
Q3 		$77K Buy
+1,265
New +$75.8K 0.02% 316

Other funds holding VATE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

B. Riley Wealth Management's VATE Position: Q2 2019 in Review

B. Riley Wealth Management sold out of INNOVATE Corp (VATE) in Q2 2019, closing a stake of 3,440 shares — an estimated $84K sold.

B. Riley Wealth Management first reported a position in VATE in Q3 2018 and held it in 3 quarters. The position peaked at $84K in Q1 2019. 80 funds tracked by Wall St. Rank hold VATE as of Q2 2019.

  • B. Riley Wealth Management reported no remaining INNOVATE Corp position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,440 INNOVATE Corp shares in Q2 2019, an estimated $84K.
  • B. Riley Wealth Management first reported a position in INNOVATE Corp in Q3 2018 and held it in 3 quarters.
  • B. Riley Wealth Management's INNOVATE Corp position peaked at $84K in Q1 2019.
  • 80 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2019.

Based on B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.