BRWM
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B. Riley Wealth Management’s NLI Holdings NL Stock Holding History

B. Riley Wealth Management’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-450
Closed -$5K – 1144
2014
Q1 		$5K Buy
+450
New +$5.03K ﹤0.01% 887

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's NL Position: Q2 2014 in Review

B. Riley Wealth Management sold out of NLI Holdings (NL) in Q2 2014, closing a stake of 450 shares — an estimated $5K sold.

B. Riley Wealth Management first reported a position in NL in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 44 funds tracked by Wall St. Rank hold NL as of Q2 2014.

  • B. Riley Wealth Management reported no remaining NLI Holdings position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 450 NLI Holdings shares in Q2 2014, an estimated $5K.
  • B. Riley Wealth Management first reported a position in NLI Holdings in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's NLI Holdings position peaked at $5K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.