BRWA
TLP

B. Riley Wealth Advisors’s Transmontaigne TLP Stock Holding History

B. Riley Wealth Advisors’s Portfolio TLP Stock Details TLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,400
Closed -$383K – 735
2013
Q3 		$383K Buy
+9,400
New +$394K 0.13% 179

Other funds holding TLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's TLP Position: Q4 2013 in Review

B. Riley Wealth Advisors sold out of Transmontaigne (TLP) in Q4 2013, closing a stake of 9,400 shares — an estimated $383K sold.

B. Riley Wealth Advisors first reported a position in TLP in Q3 2013 and held it in 1 quarter. The position peaked at $383K in Q3 2013. 63 funds tracked by Wall St. Rank hold TLP as of Q4 2013.

  • B. Riley Wealth Advisors reported no remaining Transmontaigne position as of Q4 2013 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,400 Transmontaigne shares in Q4 2013, an estimated $383K.
  • B. Riley Wealth Advisors first reported a position in Transmontaigne in Q3 2013 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Transmontaigne position peaked at $383K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held Transmontaigne as of Q4 2013.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.