BRWM
OLP

B. Riley Wealth Management’s One Liberty Properties OLP Stock Holding History

B. Riley Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,832
Closed -$97K – 499
2020
Q2 		$97K Buy
15,832
+10,346
+189% +$164K 0.01% 403
2020
Q1 		$76K Sell
5,486
-9,996
-65% -$242K 0.01% 491
2019
Q4 		$140K Hold
15,482
– – 0.02% 379
2019
Q3 		$141K Hold
15,482
– – 0.02% 364
2019
Q2 		$448 Buy
+15,482
New +$447K 0.07% 220
2019
Q1 		– Sell
-15,482
Closed -$124K – 418
2018
Q4 		$124K Buy
+15,482
New +$401K 0.03% 320

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's OLP Position: Q3 2020 in Review

B. Riley Wealth Management sold out of One Liberty Properties (OLP) in Q3 2020, closing a stake of 15,832 shares — an estimated $97K sold.

B. Riley Wealth Management first reported a position in OLP in Q4 2018 and held it in 6 quarters. The position peaked at $141K in Q3 2019. 108 funds tracked by Wall St. Rank hold OLP as of Q3 2020.

  • B. Riley Wealth Management reported no remaining One Liberty Properties position as of Q3 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 15,832 One Liberty Properties shares in Q3 2020, an estimated $97K.
  • B. Riley Wealth Management first reported a position in One Liberty Properties in Q4 2018 and held it in 6 quarters.
  • B. Riley Wealth Management's One Liberty Properties position peaked at $141K in Q3 2019.
  • 108 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2020.

Based on B. Riley Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.