BRWA
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B. Riley Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

B. Riley Wealth Advisors’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-700
Closed -$14K – 1457
2014
Q4 		$14K Buy
+700
New +$13.5K ﹤0.01% 2707

Other funds holding NBHC

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of National Bank Holdings (NBHC) in Q1 2015, closing a stake of 700 shares — an estimated $14K sold.

B. Riley Wealth Advisors first reported a position in NBHC in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 95 funds tracked by Wall St. Rank hold NBHC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining National Bank Holdings position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 700 National Bank Holdings shares in Q1 2015, an estimated $14K.
  • B. Riley Wealth Advisors first reported a position in National Bank Holdings in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's National Bank Holdings position peaked at $14K in Q4 2014.
  • 95 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2015.

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