BRWM
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B. Riley Wealth Management’s BGC Group BGC Stock Holding History

B. Riley Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-5,598
Closed -$31K – 200
2015
Q2 		$31K Hold
5,598
– – 0.02% 519
2015
Q1 		$34K Hold
5,598
– – 0.03% 490
2014
Q4 		$32K Hold
5,598
– – 0.03% 478
2014
Q3 		$26K Hold
5,598
– – 0.02% 546
2014
Q2 		$26K Buy
+5,598
New +$25.7K 0.02% 594

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Management's BGC Position: Q3 2015 in Review

B. Riley Wealth Management sold out of BGC Group (BGC) in Q3 2015, closing a stake of 5,598 shares — an estimated $31K sold.

B. Riley Wealth Management first reported a position in BGC in Q2 2014 and held it in 5 quarters. The position peaked at $34K in Q1 2015. 194 funds tracked by Wall St. Rank hold BGC as of Q3 2015.

  • B. Riley Wealth Management reported no remaining BGC Group position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,598 BGC Group shares in Q3 2015, an estimated $31K.
  • B. Riley Wealth Management first reported a position in BGC Group in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's BGC Group position peaked at $34K in Q1 2015.
  • 194 funds tracked by Wall St. Rank held BGC Group as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.