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B. Riley Wealth Advisors’s Oil States International OIS Stock Holding History

B. Riley Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29
Closed -$1 – 1522
2014
Q4 		$1 Buy
+29
New +$1.57K ﹤0.01% 3565
2014
Q3 		– Sell
-3
Closed -$209 – 1483
2014
Q2 		$209 Buy
+3
New +$176 ﹤0.01% 2428

Other funds holding OIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Oil States International (OIS) in Q1 2015, closing a stake of 29 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in OIS in Q2 2014 and held it in 2 quarters. The position peaked at $209 in Q2 2014. 225 funds tracked by Wall St. Rank hold OIS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Oil States International position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29 Oil States International shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Oil States International in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Oil States International position peaked at $209 in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Oil States International as of Q1 2015.

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