BRWA
GBR icon

B. Riley Wealth Advisors’s New Concept Energy GBR Stock Holding History

B. Riley Wealth Advisors’s Portfolio GBR Stock Details GBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41,500
Closed -$99K – 693
2018
Q3 		$99K Buy
+41,500
New +$112K 0.01% 691

Other funds holding GBR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

B. Riley Wealth Advisors's GBR Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of New Concept Energy (GBR) in Q4 2018, closing a stake of 41,500 shares — an estimated $99K sold.

B. Riley Wealth Advisors first reported a position in GBR in Q3 2018 and held it in 1 quarter. The position peaked at $99K in Q3 2018. 9 funds tracked by Wall St. Rank hold GBR as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining New Concept Energy position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 41,500 New Concept Energy shares in Q4 2018, an estimated $99K.
  • B. Riley Wealth Advisors first reported a position in New Concept Energy in Q3 2018 and held it in 1 quarter.
  • B. Riley Wealth Advisors's New Concept Energy position peaked at $99K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held New Concept Energy as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.