BRWA
VRN

B. Riley Wealth Advisors’s Veren VRN Stock Holding History

B. Riley Wealth Advisors’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-30
Closed -$1 – 2035
2014
Q4 		$1 Buy
+30
New +$818 ﹤0.01% 3595
2014
Q3 		– Sell
-31
Closed -$1.24K – 1934
2014
Q2 		$1.24K Buy
+31
New +$1.15K ﹤0.01% 2280

Other funds holding VRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Veren (VRN) in Q1 2015, closing a stake of 30 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in VRN in Q2 2014 and held it in 2 quarters. The position peaked at $1.24K in Q2 2014. 164 funds tracked by Wall St. Rank hold VRN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Veren position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 30 Veren shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Veren in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Veren position peaked at $1.24K in Q2 2014.
  • 164 funds tracked by Wall St. Rank held Veren as of Q1 2015.

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