BRWM
ARG

B. Riley Wealth Management’s Airgas Inc ARG Stock Holding History

B. Riley Wealth Management’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,044
Closed -$110K – 1122
2015
Q1 		$110K Buy
1,044
+5
+0.5% +$567 0.08% 268
2014
Q4 		$119K Sell
1,039
-100
-9% -$11.3K 0.1% 236
2014
Q3 		$125K Buy
1,139
+6
+0.5% +$659 0.09% 259
2014
Q2 		$123K Buy
1,133
+5
+0.4% +$534 0.08% 309
2014
Q1 		$120K Buy
+1,128
New +$121K 0.09% 280

Other funds holding ARG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

B. Riley Wealth Management's ARG Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Airgas Inc (ARG) in Q2 2015, closing a stake of 1,044 shares — an estimated $110K sold.

B. Riley Wealth Management first reported a position in ARG in Q1 2014 and held it in 5 quarters. The position peaked at $125K in Q3 2014. 385 funds tracked by Wall St. Rank hold ARG as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Airgas Inc position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,044 Airgas Inc shares in Q2 2015, an estimated $110K.
  • B. Riley Wealth Management first reported a position in Airgas Inc in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Airgas Inc position peaked at $125K in Q3 2014.
  • 385 funds tracked by Wall St. Rank held Airgas Inc as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.