B. Riley Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$144K Sell
28,220
-640
-2% -$3.28K 0.22% 125
2015
Q4
$179K Buy
28,860
+235
+0.8% +$1.82K 0.23% 141
2015
Q3
$242K Buy
28,625
+500
+2% +$4.47K 0.34% 113
2015
Q2
$338K Sell
28,125
-3,590
-11% -$43.2K 0.27% 104
2015
Q1
$318K Sell
31,715
-950
-3% -$10.3K 0.24% 121
2014
Q4
$409K Buy
32,665
+15,980
+96% +$283K 0.33% 72
2014
Q3
$374K Sell
16,685
-465
-3% -$11K 0.28% 97
2014
Q2
$438K Buy
17,150
+16,450
+2,350% +$405K 0.28% 90
2014
Q1
$17K Buy
+700
New +$16.2K 0.01% 666

Other funds holding OIL

B. Riley Wealth Management's OIL Position: Q1 2016 in Review

B. Riley Wealth Management reduced its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) stake by 2.2% in Q1 2016, selling an estimated $3.28K and leaving 28,220 shares worth $144K. The position accounts for 0.22% of the portfolio, ranked #125.

B. Riley Wealth Management first reported a position in OIL in Q1 2014 and has held it in 9 quarters since. The position peaked at $438K in Q2 2014. 105 funds tracked by Wall St. Rank hold OIL as of Q1 2016.

  • B. Riley Wealth Management held 28,220 shares of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In worth $144K as of Q1 2016.
  • B. Riley Wealth Management sold 640 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q1 2016, an estimated $3.28K.
  • Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In made up 0.22% of B. Riley Wealth Management's portfolio in Q1 2016, its #125 holding.
  • B. Riley Wealth Management first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q1 2014 and has held it in 9 quarters since.
  • B. Riley Wealth Management's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $438K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.