B. Riley Wealth Advisors’s Towne Bank TOWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-61	Closed	-$1	–	1864
2014 Q4	$1	Buy	+61	New	+$899	﹤0.01%	3582

Other funds holding TOWN

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

BIT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Towne Bank (TOWN) in Q1 2015, closing a stake of 61 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in TOWN in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 99 funds tracked by Wall St. Rank hold TOWN as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Towne Bank position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 61 Towne Bank shares in Q1 2015, an estimated $1.
B. Riley Wealth Advisors first reported a position in Towne Bank in Q4 2014 and held it in 1 quarter.
B. Riley Wealth Advisors's Towne Bank position peaked at $1 in Q4 2014.
99 funds tracked by Wall St. Rank held Towne Bank as of Q1 2015.

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