BRWA
RSO

B. Riley Wealth Advisors’s Resource Capital Corp. RSO Stock Holding History

B. Riley Wealth Advisors’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,762
Closed -$56 – 2407
2014
Q4 		$56 Sell
2,762
-75
-3% -$1.54K ﹤0.01% 2037
2014
Q3 		$55K Sell
2,837
-127
-4% -$2.75K 0.01% 605
2014
Q2 		$66.7K Buy
2,964
+10
+0.3% +$224 0.02% 894
2014
Q1 		$66K Buy
2,954
+69
+2% +$1.62K 0.02% 709
2013
Q4 		$68K Buy
2,885
+20
+0.7% +$477 0.02% 622
2013
Q3 		$68K Sell
2,865
-2,158
-43% -$53K 0.02% 611
2013
Q2 		$124K Buy
+5,023
New +$128K 0.04% 487

Other funds holding RSO

Vanguard Group
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Resource Capital Corp. (RSO) in Q1 2015, closing a stake of 2,762 shares — an estimated $56 sold.

B. Riley Wealth Advisors first reported a position in RSO in Q2 2013 and held it in 7 quarters. The position peaked at $124K in Q2 2013. 120 funds tracked by Wall St. Rank hold RSO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Resource Capital Corp. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,762 Resource Capital Corp. shares in Q1 2015, an estimated $56.
  • B. Riley Wealth Advisors first reported a position in Resource Capital Corp. in Q2 2013 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Resource Capital Corp. position peaked at $124K in Q2 2013.
  • 120 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q1 2015.

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