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B. Riley Wealth Management’s ONE Gas OGS Stock Holding History

B. Riley Wealth Management’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-25
Closed -$1K – 1077
2014
Q4 		$1K Hold
25
– – ﹤0.01% 983
2014
Q3 		$0 Hold
25
– – ﹤0.01% 1135
2014
Q2 		$0 Hold
25
– – ﹤0.01% 1148
2014
Q1 		$1K Buy
+25
New +$860 ﹤0.01% 1048

Other funds holding OGS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

B. Riley Wealth Management's OGS Position: Q1 2015 in Review

B. Riley Wealth Management sold out of ONE Gas (OGS) in Q1 2015, closing a stake of 25 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in OGS in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 244 funds tracked by Wall St. Rank hold OGS as of Q1 2015.

  • B. Riley Wealth Management reported no remaining ONE Gas position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 25 ONE Gas shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in ONE Gas in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's ONE Gas position peaked at $1K in Q4 2014.
  • 244 funds tracked by Wall St. Rank held ONE Gas as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.