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B. Riley Wealth Advisors’s MBIA MBI Stock Holding History

B. Riley Wealth Advisors’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,000
Closed -$19 – 1387
2014
Q4 		$19 Buy
+2,000
New +$19.3K ﹤0.01% 2572
2014
Q3 		– Sell
-2,600
Closed -$28.7K – 1369
2014
Q2 		$28.7K Buy
+2,600
New +$32K 0.01% 1284

Other funds holding MBI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of MBIA (MBI) in Q1 2015, closing a stake of 2,000 shares — an estimated $19 sold.

B. Riley Wealth Advisors first reported a position in MBI in Q2 2014 and held it in 2 quarters. The position peaked at $28.7K in Q2 2014. 196 funds tracked by Wall St. Rank hold MBI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MBIA position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,000 MBIA shares in Q1 2015, an estimated $19.
  • B. Riley Wealth Advisors first reported a position in MBIA in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MBIA position peaked at $28.7K in Q2 2014.
  • 196 funds tracked by Wall St. Rank held MBIA as of Q1 2015.

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