BRWA
DYN

B. Riley Wealth Advisors’s Dynegy, Inc. DYN Stock Holding History

B. Riley Wealth Advisors’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-747
Closed -$26K – 2242
2014
Q2 		$26K Buy
+747
New +$23.1K 0.01% 1351

Other funds holding DYN

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's DYN Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Dynegy, Inc. (DYN) in Q3 2014, closing a stake of 747 shares — an estimated $26K sold.

B. Riley Wealth Advisors first reported a position in DYN in Q2 2014 and held it in 1 quarter. The position peaked at $26K in Q2 2014. 155 funds tracked by Wall St. Rank hold DYN as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Dynegy, Inc. position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 747 Dynegy, Inc. shares in Q3 2014, an estimated $26K.
  • B. Riley Wealth Advisors first reported a position in Dynegy, Inc. in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Dynegy, Inc. position peaked at $26K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held Dynegy, Inc. as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.