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B. Riley Wealth Management’s Royal Caribbean RCL Stock Holding History

B. Riley Wealth Management’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-35
Closed -$1K – 1144
2014
Q2 		$1K Hold
35
– – ﹤0.01% 1080
2014
Q1 		$2K Buy
+35
New +$1.77K ﹤0.01% 1009

Other funds holding RCL

Baillie Gifford & Co
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

B. Riley Wealth Management's RCL Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Royal Caribbean (RCL) in Q3 2014, closing a stake of 35 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in RCL in Q1 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2014. 353 funds tracked by Wall St. Rank hold RCL as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Royal Caribbean position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 35 Royal Caribbean shares in Q3 2014, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Royal Caribbean in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Royal Caribbean position peaked at $2K in Q1 2014.
  • 353 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.