BRWM
RSO

B. Riley Wealth Management’s Resource Capital Corp. RSO Stock Holding History

B. Riley Wealth Management’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-150
Closed -$2K – 925
2015
Q2 		$2K Hold
150
– – ﹤0.01% 972
2015
Q1 		$2K Hold
150
– – ﹤0.01% 981
2014
Q4 		$3K Hold
150
– – ﹤0.01% 924
2014
Q3 		$2K Hold
150
– – ﹤0.01% 1007
2014
Q2 		$3K Sell
150
-250
-63% -$5.61K ﹤0.01% 1012
2014
Q1 		$9K Buy
+400
New +$9.4K 0.01% 800

Other funds holding RSO

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
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's RSO Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Resource Capital Corp. (RSO) in Q3 2015, closing a stake of 150 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in RSO in Q1 2014 and held it in 6 quarters. The position peaked at $9K in Q1 2014. 88 funds tracked by Wall St. Rank hold RSO as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Resource Capital Corp. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 150 Resource Capital Corp. shares in Q3 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in Resource Capital Corp. in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Resource Capital Corp. position peaked at $9K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.