BRWM
AAIC

B. Riley Wealth Management’s Arlington Asset Investment Corp. AAIC Stock Holding History

B. Riley Wealth Management’s Portfolio AAIC Stock Details AAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$12K – 1111
2014
Q3 		$12K Sell
500
-500
-50% -$13.5K 0.01% 734
2014
Q2 		$27K Hold
1,000
– – 0.02% 593
2014
Q1 		$26K Buy
+1,000
New +$26.4K 0.02% 582

Other funds holding AAIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

B. Riley Wealth Management's AAIC Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Arlington Asset Investment Corp. (AAIC) in Q4 2014, closing a stake of 500 shares — an estimated $12K sold.

B. Riley Wealth Management first reported a position in AAIC in Q1 2014 and held it in 3 quarters. The position peaked at $27K in Q2 2014. 113 funds tracked by Wall St. Rank hold AAIC as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Arlington Asset Investment Corp. position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Arlington Asset Investment Corp. shares in Q4 2014, an estimated $12K.
  • B. Riley Wealth Management first reported a position in Arlington Asset Investment Corp. in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Arlington Asset Investment Corp. position peaked at $27K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.