BRWM
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B. Riley Wealth Management’s Loews L Stock Holding History

B. Riley Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,474
Closed -$95K – 489
2015
Q2 		$95K Hold
2,474
– – 0.08% 285
2015
Q1 		$101K Hold
2,474
– – 0.08% 283
2014
Q4 		$103K Hold
2,474
– – 0.08% 264
2014
Q3 		$103K Buy
2,474
+1,750
+242% +$75.3K 0.08% 291
2014
Q2 		$31K Hold
724
– – 0.02% 558
2014
Q1 		$32K Buy
+724
New +$32.4K 0.02% 537

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Loews (L) in Q3 2015, closing a stake of 2,474 shares — an estimated $95K sold.

B. Riley Wealth Management first reported a position in L in Q1 2014 and held it in 6 quarters. The position peaked at $103K in Q4 2014. 392 funds tracked by Wall St. Rank hold L as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Loews position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,474 Loews shares in Q3 2015, an estimated $95K.
  • B. Riley Wealth Management first reported a position in Loews in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Loews position peaked at $103K in Q4 2014.
  • 392 funds tracked by Wall St. Rank held Loews as of Q3 2015.

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