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B. Riley Wealth Management’s El Pollo Loco LOCO Stock Holding History

B. Riley Wealth Management’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-450
Closed -$11K – 1053
2015
Q1 		$11K Sell
450
-50
-10% -$1.25K 0.01% 736
2014
Q4 		$9K Buy
+500
New +$15.1K 0.01% 756

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Management's LOCO Position: Q2 2015 in Review

B. Riley Wealth Management sold out of El Pollo Loco (LOCO) in Q2 2015, closing a stake of 450 shares — an estimated $11K sold.

B. Riley Wealth Management first reported a position in LOCO in Q4 2014 and held it in 2 quarters. The position peaked at $11K in Q1 2015. 86 funds tracked by Wall St. Rank hold LOCO as of Q2 2015.

  • B. Riley Wealth Management reported no remaining El Pollo Loco position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 450 El Pollo Loco shares in Q2 2015, an estimated $11K.
  • B. Riley Wealth Management first reported a position in El Pollo Loco in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's El Pollo Loco position peaked at $11K in Q1 2015.
  • 86 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.