BRWA
GNE icon

B. Riley Wealth Advisors’s Genie Energy GNE Stock Holding History

B. Riley Wealth Advisors’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$1.57K – 1147
2014
Q2 		$1.57K Buy
+200
New +$1.58K ﹤0.01% 2255

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
Greenwood Investments Boston, Massachusetts $34.9M AUM 1.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Genie Energy (GNE) in Q3 2014, closing a stake of 200 shares — an estimated $1.57K sold.

B. Riley Wealth Advisors first reported a position in GNE in Q2 2014 and held it in 1 quarter. The position peaked at $1.57K in Q2 2014. 43 funds tracked by Wall St. Rank hold GNE as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Genie Energy position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 200 Genie Energy shares in Q3 2014, an estimated $1.57K.
  • B. Riley Wealth Advisors first reported a position in Genie Energy in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Genie Energy position peaked at $1.57K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held Genie Energy as of Q3 2014.

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