Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JIR
James Investment Research’s
BRC Group Holdings
RILY
Stock Holding History
James Investment Research’s Portfolio
RILY Stock Details
RILY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-72,140
Closed
-$1.63M
–
877
2018
Q3
$1.63M
Hold
72,140
–
–
0.07%
430
2018
Q2
$1.63M
Hold
72,140
–
–
0.06%
435
2018
Q1
$1.41M
Sell
72,140
-23,900
-25%
-$453K
0.05%
444
2017
Q4
$1.74M
Hold
96,040
–
–
0.06%
380
2017
Q3
$1.64M
Sell
96,040
-650
-0.7%
-$11.3K
0.06%
380
2017
Q2
$1.79M
Buy
+96,690
New
+$1.48M
0.06%
234
Other funds holding RILY
EM
Elliott Management
New York
$5.78B AUM
20.29%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
NC
Nokomis Capital
Dallas, Texas
$331M AUM
75.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
NIMC
NWQ Investment Management Company
Los Angeles, California
$2.22B AUM
6.84%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EPM
Equitec Proprietary Markets
Chicago, Illinois
$43.3M AUM
179.87%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close