BRWA
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B. Riley Wealth Advisors’s Loews L Stock Holding History

B. Riley Wealth Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-156
Closed -$7 – 1335
2014
Q4 		$7 Buy
+156
New +$6.54K ﹤0.01% 3024
2014
Q3 		– Sell
-156
Closed -$6.84K – 1327
2014
Q2 		$6.84K Buy
+156
New +$6.81K ﹤0.01% 1941

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Loews (L) in Q1 2015, closing a stake of 156 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in L in Q2 2014 and held it in 2 quarters. The position peaked at $6.84K in Q2 2014. 425 funds tracked by Wall St. Rank hold L as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Loews position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 156 Loews shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in Loews in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Loews position peaked at $6.84K in Q2 2014.
  • 425 funds tracked by Wall St. Rank held Loews as of Q1 2015.

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