KCM Investment Advisors’s B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 RILYZ Stock Holding History

KCM Investment Advisors’s Portfolio RILYZ Stock Details RILYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-105,475	Closed	-$2.51M	–	411
2018 Q4	$2.51M	Sell	105,475 -1,400	-1%	-$34.5K	0.17%	124
2018 Q3	$2.73M	Buy	106,875 +2,950	+3%	+$74.2K	0.16%	125
2018 Q2	$2.6M	Sell	103,925 -1,050	-1%	-$26.4K	0.16%	130
2018 Q1	$2.66M	Buy	104,975 +2,425	+2%	+$61.5K	0.16%	136
2017 Q4	$2.65M	Buy	102,550 +1,400	+1%	+$36K	0.16%	141
2017 Q3	$2.59M	Buy	101,150 +9,150	+10%	+$234K	0.16%	150
2017 Q2	$2.37M	Buy	+92,000	New	+$2.35M	0.15%	161

Other funds holding RILYZ

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KCM Investment Advisors's RILYZ Position: Q1 2019 in Review

KCM Investment Advisors sold out of B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 (RILYZ) in Q1 2019, closing a stake of 105,475 shares — an estimated $2.51M sold.

KCM Investment Advisors first reported a position in RILYZ in Q2 2017 and held it in 7 quarters. The position peaked at $2.73M in Q3 2018. 2 funds tracked by Wall St. Rank hold RILYZ as of Q1 2019.

KCM Investment Advisors reported no remaining B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 105,475 B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 shares in Q1 2019, an estimated $2.51M.
KCM Investment Advisors first reported a position in B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 in Q2 2017 and held it in 7 quarters.
KCM Investment Advisors's B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 position peaked at $2.73M in Q3 2018.
2 funds tracked by Wall St. Rank held B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.