BRWM
WCC icon

B. Riley Wealth Management’s WESCO International WCC Stock Holding History

B. Riley Wealth Management’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$20K – 749
2015
Q2 		$20K Hold
300
– – 0.02% 605
2015
Q1 		$20K Hold
300
– – 0.02% 612
2014
Q4 		$22K Hold
300
– – 0.02% 572
2014
Q3 		$23K Hold
300
– – 0.02% 572
2014
Q2 		$25K Hold
300
– – 0.02% 606
2014
Q1 		$25K Buy
+300
New +$25.7K 0.02% 587

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

B. Riley Wealth Management sold out of WESCO International (WCC) in Q3 2015, closing a stake of 300 shares — an estimated $20K sold.

B. Riley Wealth Management first reported a position in WCC in Q1 2014 and held it in 6 quarters. The position peaked at $25K in Q2 2014. 195 funds tracked by Wall St. Rank hold WCC as of Q3 2015.

  • B. Riley Wealth Management reported no remaining WESCO International position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 WESCO International shares in Q3 2015, an estimated $20K.
  • B. Riley Wealth Management first reported a position in WESCO International in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's WESCO International position peaked at $25K in Q2 2014.
  • 195 funds tracked by Wall St. Rank held WESCO International as of Q3 2015.

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