BRWA
OLBK

B. Riley Wealth Advisors’s Old Line Bancshares, Inc. OLBK Stock Holding History

B. Riley Wealth Advisors’s Portfolio OLBK Stock Details OLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,760
Closed -$91 – 2291
2014
Q4 		$91 Buy
+5,760
New +$89.5K ﹤0.01% 1792
2014
Q3 		– Sell
-6,081
Closed -$95.8K – 2143
2014
Q2 		$95.8K Buy
+6,081
New +$101K 0.02% 744

Other funds holding OLBK

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Old Line Bancshares, Inc. (OLBK) in Q1 2015, closing a stake of 5,760 shares — an estimated $91 sold.

B. Riley Wealth Advisors first reported a position in OLBK in Q2 2014 and held it in 2 quarters. The position peaked at $95.8K in Q2 2014. 46 funds tracked by Wall St. Rank hold OLBK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Old Line Bancshares, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,760 Old Line Bancshares, Inc. shares in Q1 2015, an estimated $91.
  • B. Riley Wealth Advisors first reported a position in Old Line Bancshares, Inc. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Old Line Bancshares, Inc. position peaked at $95.8K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Old Line Bancshares, Inc. as of Q1 2015.

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