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

B. Riley Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,700
Closed -$75K – 391
2015
Q2 		$75K Sell
1,700
-900
-35% -$40.4K 0.06% 328
2015
Q1 		$119K Buy
+2,600
New +$120K 0.09% 256
2014
Q4 		– Sell
-3,380
Closed -$121K – 1043
2014
Q3 		$121K Buy
3,380
+150
+5% +$6.06K 0.09% 266
2014
Q2 		$131K Hold
3,230
– – 0.08% 288
2014
Q1 		$118K Buy
+3,230
New +$142K 0.09% 284

Other funds holding HCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

B. Riley Wealth Management sold out of HCI Group (HCI) in Q3 2015, closing a stake of 1,700 shares — an estimated $75K sold.

B. Riley Wealth Management first reported a position in HCI in Q1 2014 and held it in 5 quarters. The position peaked at $131K in Q2 2014. 124 funds tracked by Wall St. Rank hold HCI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining HCI Group position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,700 HCI Group shares in Q3 2015, an estimated $75K.
  • B. Riley Wealth Management first reported a position in HCI Group in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's HCI Group position peaked at $131K in Q2 2014.
  • 124 funds tracked by Wall St. Rank held HCI Group as of Q3 2015.

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