BRWA
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B. Riley Wealth Advisors’s Assured Guaranty AGO Stock Holding History

B. Riley Wealth Advisors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,327
Closed -$34K – 614
2014
Q4 		$34K Buy
+1,327
New +$32K ﹤0.01% 2281
2014
Q3 		– Sell
-630
Closed -$15.4K – 691
2014
Q2 		$15.4K Buy
+630
New +$15.6K ﹤0.01% 1593

Other funds holding AGO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's AGO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Assured Guaranty (AGO) in Q1 2015, closing a stake of 1,327 shares — an estimated $34K sold.

B. Riley Wealth Advisors first reported a position in AGO in Q2 2014 and held it in 2 quarters. The position peaked at $34K in Q4 2014. 248 funds tracked by Wall St. Rank hold AGO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Assured Guaranty position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,327 Assured Guaranty shares in Q1 2015, an estimated $34K.
  • B. Riley Wealth Advisors first reported a position in Assured Guaranty in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Assured Guaranty position peaked at $34K in Q4 2014.
  • 248 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.