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B. Riley Wealth Advisors’s Twin Disc TWIN Stock Holding History

B. Riley Wealth Advisors’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$3.31K – 1795
2014
Q2 		$3.31K Buy
+100
New +$3.01K ﹤0.01% 2145

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's TWIN Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Twin Disc (TWIN) in Q3 2014, closing a stake of 100 shares — an estimated $3.31K sold.

B. Riley Wealth Advisors first reported a position in TWIN in Q2 2014 and held it in 1 quarter. The position peaked at $3.31K in Q2 2014. 83 funds tracked by Wall St. Rank hold TWIN as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Twin Disc position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 100 Twin Disc shares in Q3 2014, an estimated $3.31K.
  • B. Riley Wealth Advisors first reported a position in Twin Disc in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Twin Disc position peaked at $3.31K in Q2 2014.
  • 83 funds tracked by Wall St. Rank held Twin Disc as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.