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B. Riley Wealth Advisors’s Star Group SGU Stock Holding History

B. Riley Wealth Advisors’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$1 – 1746
2014
Q4 		$1 Buy
+100
New +$611 ﹤0.01% 3572
2014
Q3 		– Sell
-100
Closed -$620 – 1682
2014
Q2 		$620 Buy
+100
New +$633 ﹤0.01% 2313

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Star Group (SGU) in Q1 2015, closing a stake of 100 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in SGU in Q2 2014 and held it in 2 quarters. The position peaked at $620 in Q2 2014. 42 funds tracked by Wall St. Rank hold SGU as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Star Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 100 Star Group shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Star Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Star Group position peaked at $620 in Q2 2014.
  • 42 funds tracked by Wall St. Rank held Star Group as of Q1 2015.

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