BRWM
SDT

B. Riley Wealth Management’s SANDRIDGE MISSISSIPPIAN TRUST I SDT Stock Holding History

B. Riley Wealth Management’s Portfolio SDT Stock Details SDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$1K – 884
2015
Q2 		$1K Sell
300
-150
-33% -$670 ﹤0.01% 994
2015
Q1 		$1K Sell
450
-150
-25% -$548 ﹤0.01% 1007
2014
Q4 		$1K Hold
600
– – ﹤0.01% 1001
2014
Q3 		$2K Hold
600
– – ﹤0.01% 1002
2014
Q2 		$3K Hold
600
– – ﹤0.01% 1008
2014
Q1 		$4K Buy
+600
New +$5.22K ﹤0.01% 933

Other funds holding SDT

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

B. Riley Wealth Management sold out of SANDRIDGE MISSISSIPPIAN TRUST I (SDT) in Q3 2015, closing a stake of 300 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in SDT in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2014. 27 funds tracked by Wall St. Rank hold SDT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining SANDRIDGE MISSISSIPPIAN TRUST I position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 SANDRIDGE MISSISSIPPIAN TRUST I shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in SANDRIDGE MISSISSIPPIAN TRUST I in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's SANDRIDGE MISSISSIPPIAN TRUST I position peaked at $4K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST I as of Q3 2015.

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