BRWA
DOM

B. Riley Wealth Advisors’s DOMINION RES BLACK WARRIOR TR DOM Stock Holding History

B. Riley Wealth Advisors’s Portfolio DOM Stock Details DOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-250
Closed -$1 – 2579
2014
Q4 		$1 Buy
+250
New +$1.7K ﹤0.01% 3646
2014
Q3 		– Sell
-250
Closed -$1.51K – 2376
2014
Q2 		$1.51K Buy
+250
New +$1.94K ﹤0.01% 2261

Other funds holding DOM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GIM
Greylin Investment Management Orange, Virginia $598M AUM 18.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of DOMINION RES BLACK WARRIOR TR (DOM) in Q1 2015, closing a stake of 250 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in DOM in Q2 2014 and held it in 2 quarters. The position peaked at $1.51K in Q2 2014. 24 funds tracked by Wall St. Rank hold DOM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining DOMINION RES BLACK WARRIOR TR position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 250 DOMINION RES BLACK WARRIOR TR shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in DOMINION RES BLACK WARRIOR TR in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's DOMINION RES BLACK WARRIOR TR position peaked at $1.51K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held DOMINION RES BLACK WARRIOR TR as of Q1 2015.

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