BRWM
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B. Riley Wealth Management’s Kroger KR Stock Holding History

B. Riley Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$7K – 488
2015
Q2 		$7K Sell
200
-2,400
-92% -$87.3K 0.01% 812
2015
Q1 		$99K Buy
2,600
+200
+8% +$7.14K 0.07% 288
2014
Q4 		$77K Sell
2,400
-400
-14% -$11.6K 0.06% 316
2014
Q3 		$72K Hold
2,800
– – 0.05% 351
2014
Q2 		$69K Buy
+2,800
New +$65.2K 0.04% 408

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Kroger (KR) in Q3 2015, closing a stake of 200 shares — an estimated $7K sold.

B. Riley Wealth Management first reported a position in KR in Q2 2014 and held it in 5 quarters. The position peaked at $99K in Q1 2015. 778 funds tracked by Wall St. Rank hold KR as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Kroger position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 200 Kroger shares in Q3 2015, an estimated $7K.
  • B. Riley Wealth Management first reported a position in Kroger in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Kroger position peaked at $99K in Q1 2015.
  • 778 funds tracked by Wall St. Rank held Kroger as of Q3 2015.

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