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B. Riley Wealth Management’s HF Sinclair DINO Stock Holding History

B. Riley Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$42K – 282
2015
Q2 		$42K Sell
1,000
-400
-29% -$16.2K 0.03% 448
2015
Q1 		$56K Sell
1,400
-202
-13% -$7.74K 0.04% 391
2014
Q4 		$60K Hold
1,602
– – 0.05% 363
2014
Q3 		$69K Sell
1,602
-9
-0.6% -$420 0.05% 355
2014
Q2 		$70K Sell
1,611
-1,392
-46% -$68.3K 0.05% 405
2014
Q1 		$143K Buy
+3,003
New +$142K 0.11% 249

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 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
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

B. Riley Wealth Management sold out of HF Sinclair (DINO) in Q3 2015, closing a stake of 1,000 shares — an estimated $42K sold.

B. Riley Wealth Management first reported a position in DINO in Q1 2014 and held it in 6 quarters. The position peaked at $143K in Q1 2014. 438 funds tracked by Wall St. Rank hold DINO as of Q3 2015.

  • B. Riley Wealth Management reported no remaining HF Sinclair position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 HF Sinclair shares in Q3 2015, an estimated $42K.
  • B. Riley Wealth Management first reported a position in HF Sinclair in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's HF Sinclair position peaked at $143K in Q1 2014.
  • 438 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2015.

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