BRWA
VR

B. Riley Wealth Advisors’s Validus Hold Ltd VR Stock Holding History

B. Riley Wealth Advisors’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14
Closed -$1K – 2394
2014
Q4 		$1K Buy
+14
New +$566 ﹤0.01% 3629
2014
Q3 		– Sell
-6
Closed -$215 – 2227
2014
Q2 		$215 Buy
+6
New +$223 ﹤0.01% 2426

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Validus Hold Ltd (VR) in Q1 2015, closing a stake of 14 shares — an estimated $1K sold.

B. Riley Wealth Advisors first reported a position in VR in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2014. 205 funds tracked by Wall St. Rank hold VR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Validus Hold Ltd position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14 Validus Hold Ltd shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Advisors first reported a position in Validus Hold Ltd in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Validus Hold Ltd position peaked at $1K in Q4 2014.
  • 205 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2015.

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