BRWM
CRZO

B. Riley Wealth Management’s Carrizo Oil & Gas Inc CRZO Stock Holding History

B. Riley Wealth Management’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,442
Closed -$169K – 1191
2014
Q2 		$169K Sell
2,442
-45
-2% -$2.61K 0.11% 251
2014
Q1 		$133K Buy
+2,487
New +$114K 0.1% 260

Other funds holding CRZO

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's CRZO Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Carrizo Oil & Gas Inc (CRZO) in Q3 2014, closing a stake of 2,442 shares — an estimated $169K sold.

B. Riley Wealth Management first reported a position in CRZO in Q1 2014 and held it in 2 quarters. The position peaked at $169K in Q2 2014. 251 funds tracked by Wall St. Rank hold CRZO as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Carrizo Oil & Gas Inc position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,442 Carrizo Oil & Gas Inc shares in Q3 2014, an estimated $169K.
  • B. Riley Wealth Management first reported a position in Carrizo Oil & Gas Inc in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Carrizo Oil & Gas Inc position peaked at $169K in Q2 2014.
  • 251 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.