BRWM
JMI

B. Riley Wealth Management’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

B. Riley Wealth Management’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-526
Closed -$3K – 980
2015
Q2 		$3K Buy
526
+18
+4% +$137 ﹤0.01% 949
2015
Q1 		$3K Buy
+508
New +$4.6K ﹤0.01% 950
2014
Q4 		– Sell
-400
Closed -$4K – 1153
2014
Q3 		$4K Buy
+400
New +$5.27K ﹤0.01% 941

Other funds holding JMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

B. Riley Wealth Management sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q3 2015, closing a stake of 526 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in JMI in Q3 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 33 funds tracked by Wall St. Rank hold JMI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 526 JAVELIN MTG INVESTMENT CORP COM shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q3 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's JAVELIN MTG INVESTMENT CORP COM position peaked at $4K in Q3 2014.
  • 33 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q3 2015.

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