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B. Riley Wealth Advisors’s El Pollo Loco LOCO Stock Holding History

B. Riley Wealth Advisors’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-350
Closed -$7 – 1360
2014
Q4 		$7 Buy
+350
New +$10.6K ﹤0.01% 3025

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of El Pollo Loco (LOCO) in Q1 2015, closing a stake of 350 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in LOCO in Q4 2014 and held it in 1 quarter. The position peaked at $7 in Q4 2014. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining El Pollo Loco position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 350 El Pollo Loco shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in El Pollo Loco in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's El Pollo Loco position peaked at $7 in Q4 2014.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2015.

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