BRWA
FIG

B. Riley Wealth Advisors’s Fortress Investment Group Llc FIG Stock Holding History

B. Riley Wealth Advisors’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-20,918
Closed -$102K – 578
2016
Q4 		$102K Sell
20,918
-3,982
-16% -$20.2K 0.02% 501
2016
Q3 		$124K Hold
24,900
– – 0.02% 569
2016
Q2 		$111K Buy
24,900
+5,100
+26% +$24.8K 0.02% 565
2016
Q1 		$95K Buy
19,800
+5,700
+40% +$25.6K 0.02% 514
2015
Q4 		$72K Hold
14,100
– – 0.01% 530
2015
Q3 		$79K Buy
+14,100
New +$89K 0.02% 524
2015
Q2 		– Sell
-14,100
Closed -$114K – 604
2015
Q1 		$114K Sell
14,100
-14,100
-50% -$109K 0.03% 496
2014
Q4 		$1.24K Buy
28,200
+14,100
+100% +$104K 0.03% 681
2014
Q3 		$97K Hold
14,100
– – 0.03% 582
2014
Q2 		$105K Buy
14,100
+1,000
+8% +$7.29K 0.02% 698
2014
Q1 		$97K Buy
+13,100
New +$109K 0.03% 624

Other funds holding FIG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's FIG Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Fortress Investment Group Llc (FIG) in Q1 2017, closing a stake of 20,918 shares — an estimated $102K sold.

B. Riley Wealth Advisors first reported a position in FIG in Q1 2014 and held it in 11 quarters. The position peaked at $124K in Q3 2016. 128 funds tracked by Wall St. Rank hold FIG as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Fortress Investment Group Llc position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,918 Fortress Investment Group Llc shares in Q1 2017, an estimated $102K.
  • B. Riley Wealth Advisors first reported a position in Fortress Investment Group Llc in Q1 2014 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Fortress Investment Group Llc position peaked at $124K in Q3 2016.
  • 128 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.