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B. Riley Wealth Advisors’s Willis Lease Finance WLFC Stock Holding History

B. Riley Wealth Advisors’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,050
Closed -$8 – 1982
2014
Q4 		$8 Buy
+1,050
New +$7.48K ﹤0.01% 2989
2014
Q3 		– Sell
-1,050
Closed -$8.58K – 1888
2014
Q2 		$8.58K Buy
+1,050
New +$7.18K ﹤0.01% 1853

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NI
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Acadian Asset Management
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BIT
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BCM
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MCM
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B. Riley Wealth Advisors's WLFC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Willis Lease Finance (WLFC) in Q1 2015, closing a stake of 1,050 shares — an estimated $8 sold.

B. Riley Wealth Advisors first reported a position in WLFC in Q2 2014 and held it in 2 quarters. The position peaked at $8.58K in Q2 2014. 46 funds tracked by Wall St. Rank hold WLFC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Willis Lease Finance position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,050 Willis Lease Finance shares in Q1 2015, an estimated $8.
  • B. Riley Wealth Advisors first reported a position in Willis Lease Finance in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Willis Lease Finance position peaked at $8.58K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2015.

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