BRWA
NKBS

B. Riley Wealth Advisors’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

B. Riley Wealth Advisors’s Portfolio NKBS Stock Details NKBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,500
Closed -$15.1K – 2591
2014
Q2 		$15.1K Buy
+5,500
New +$15.1K ﹤0.01% 1606

Other funds holding NKBS

PCM
Potomac Capital Management New York $115M AUM
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Chubb Corp Warren, New Jersey $1.24B AUM 0.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q3 2014, closing a stake of 5,500 shares — an estimated $15.1K sold.

B. Riley Wealth Advisors first reported a position in NKBS in Q2 2014 and held it in 1 quarter. The position peaked at $15.1K in Q2 2014. 31 funds tracked by Wall St. Rank hold NKBS as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,500 NEWTEK BUSINESS SERVICES, INC. shares in Q3 2014, an estimated $15.1K.
  • B. Riley Wealth Advisors first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's NEWTEK BUSINESS SERVICES, INC. position peaked at $15.1K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q3 2014.

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