BRWA
FUR

B. Riley Wealth Advisors’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

B. Riley Wealth Advisors’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9
Closed – – 2514
2014
Q4 		$0 Buy
+9
New +$148 ﹤0.01% 3818
2014
Q3 		– Sell
-409
Closed -$6.29K – 2327
2014
Q2 		$6.29K Buy
+409
New +$5.65K ﹤0.01% 1967

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q1 2015, closing a stake of 9 shares.

B. Riley Wealth Advisors first reported a position in FUR in Q2 2014 and held it in 2 quarters. The position peaked at $6.29K in Q2 2014. 106 funds tracked by Wall St. Rank hold FUR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $6.29K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q1 2015.

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