BRWM
HNR

B. Riley Wealth Management’s Harvest Natural Resources HNR Stock Holding History

B. Riley Wealth Management’s Portfolio HNR Stock Details HNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$14K – 1148
2014
Q3 		$14K Sell
1,000
-1,250
-56% -$22.8K 0.01% 702
2014
Q2 		$44K Sell
2,250
-1,750
-44% -$32.7K 0.03% 489
2014
Q1 		$60K Buy
+4,000
New +$69.5K 0.04% 413

Other funds holding HNR

GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's HNR Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Harvest Natural Resources (HNR) in Q4 2014, closing a stake of 1,000 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in HNR in Q1 2014 and held it in 3 quarters. The position peaked at $60K in Q1 2014. 74 funds tracked by Wall St. Rank hold HNR as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Harvest Natural Resources position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 Harvest Natural Resources shares in Q4 2014, an estimated $14K.
  • B. Riley Wealth Management first reported a position in Harvest Natural Resources in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Harvest Natural Resources position peaked at $60K in Q1 2014.
  • 74 funds tracked by Wall St. Rank held Harvest Natural Resources as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.