BRWM
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B. Riley Wealth Management’s Wolfspeed WOLF Stock Holding History

B. Riley Wealth Management’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$6K – 1173
2014
Q1 		$6K Buy
+100
New +$6.1K ﹤0.01% 869

Other funds holding WOLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's WOLF Position: Q2 2014 in Review

B. Riley Wealth Management sold out of Wolfspeed (WOLF) in Q2 2014, closing a stake of 100 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in WOLF in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 354 funds tracked by Wall St. Rank hold WOLF as of Q2 2014.

  • B. Riley Wealth Management reported no remaining Wolfspeed position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 Wolfspeed shares in Q2 2014, an estimated $6K.
  • B. Riley Wealth Management first reported a position in Wolfspeed in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Wolfspeed position peaked at $6K in Q1 2014.
  • 354 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.