B. Riley Wealth Advisors’s Bank OZK OZK Stock Holding History

B. Riley Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-171	Closed	-$6	–	1545
2014 Q4	$6	Buy	+171	New	+$5.97K	﹤0.01%	3089
2014 Q3	–	Sell	-358	Closed	-$12K	–	1503
2014 Q2	$12K	Buy	+358	New	+$11.1K	﹤0.01%	1704

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Bank OZK (OZK) in Q1 2015, closing a stake of 171 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in OZK in Q2 2014 and held it in 2 quarters. The position peaked at $12K in Q2 2014. 238 funds tracked by Wall St. Rank hold OZK as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Bank OZK position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 171 Bank OZK shares in Q1 2015, an estimated $6.
B. Riley Wealth Advisors first reported a position in Bank OZK in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Bank OZK position peaked at $12K in Q2 2014.
238 funds tracked by Wall St. Rank held Bank OZK as of Q1 2015.

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