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B. Riley Wealth Management’s Workday WDAY Stock Holding History

B. Riley Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,500
Closed -$123K – 1103
2014
Q3 		$123K Sell
1,500
-2,848
-66% -$243K 0.09% 264
2014
Q2 		$390K Buy
4,348
+1,448
+50% +$114K 0.25% 104
2014
Q1 		$265K Buy
+2,900
New +$276K 0.2% 139

Other funds holding WDAY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Workday (WDAY) in Q4 2014, closing a stake of 1,500 shares — an estimated $123K sold.

B. Riley Wealth Management first reported a position in WDAY in Q1 2014 and held it in 3 quarters. The position peaked at $390K in Q2 2014. 307 funds tracked by Wall St. Rank hold WDAY as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Workday position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,500 Workday shares in Q4 2014, an estimated $123K.
  • B. Riley Wealth Management first reported a position in Workday in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Workday position peaked at $390K in Q2 2014.
  • 307 funds tracked by Wall St. Rank held Workday as of Q4 2014.

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