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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 – 876
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 $11.8B AUM 20.29% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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 $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

James Investment Research's RILY Position: Q4 2018 in Review

James Investment Research sold out of BRC Group Holdings (RILY) in Q4 2018, closing a stake of 72,140 shares — an estimated $1.63M sold.

James Investment Research first reported a position in RILY in Q2 2017 and held it in 6 quarters. The position peaked at $1.79M in Q2 2017. 70 funds tracked by Wall St. Rank hold RILY as of Q4 2018.

  • James Investment Research reported no remaining BRC Group Holdings position as of Q4 2018 after selling out during the quarter.
  • James Investment Research sold 72,140 BRC Group Holdings shares in Q4 2018, an estimated $1.63M.
  • James Investment Research first reported a position in BRC Group Holdings in Q2 2017 and held it in 6 quarters.
  • James Investment Research's BRC Group Holdings position peaked at $1.79M in Q2 2017.
  • 70 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2018.

Based on James Investment Research's 13F filing for Q4 2018, filed 22 Jan 2019.