BRWM
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B. Riley Wealth Management’s Biglari Holdings Class B BH Stock Holding History

B. Riley Wealth Management’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-60
Closed -$15K – 1022
2014
Q4 		$15K Hold
60
– – 0.01% 653
2014
Q3 		$13K Sell
60
-5
-8% -$1.25K 0.01% 708
2014
Q2 		$16K Buy
+65
New +$17.5K 0.01% 709

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

B. Riley Wealth Management's BH Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Biglari Holdings Class B (BH) in Q1 2015, closing a stake of 60 shares — an estimated $15K sold.

B. Riley Wealth Management first reported a position in BH in Q2 2014 and held it in 3 quarters. The position peaked at $16K in Q2 2014. 125 funds tracked by Wall St. Rank hold BH as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Biglari Holdings Class B position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 60 Biglari Holdings Class B shares in Q1 2015, an estimated $15K.
  • B. Riley Wealth Management first reported a position in Biglari Holdings Class B in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Biglari Holdings Class B position peaked at $16K in Q2 2014.
  • 125 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.