BRWA
NM

B. Riley Wealth Advisors’s Navios Maritime Holdings Inc. NM Stock Holding History

B. Riley Wealth Advisors’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-257
Closed -$11 – 2103
2014
Q4 		$11 Buy
+257
New +$12.9K ﹤0.01% 2832
2014
Q3 		– Sell
-257
Closed -$26K – 1989
2014
Q2 		$26K Buy
+257
New +$23.1K 0.01% 1350
2013
Q3 		– Sell
-927
Closed -$52K – 756
2013
Q2 		$52K Buy
+927
New +$44.4K 0.02% 663

Other funds holding NM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Regiment Capital Management Boston, Massachusetts $51.5M AUM 38.47% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Navios Maritime Holdings Inc. (NM) in Q1 2015, closing a stake of 257 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in NM in Q2 2013 and held it in 3 quarters. The position peaked at $52K in Q2 2013. 100 funds tracked by Wall St. Rank hold NM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Navios Maritime Holdings Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 257 Navios Maritime Holdings Inc. shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in Navios Maritime Holdings Inc. in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Navios Maritime Holdings Inc. position peaked at $52K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q1 2015.

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