BRWM
SGY

B. Riley Wealth Management’s Stone Energy SGY Stock Holding History

B. Riley Wealth Management’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2
Closed -$1K – 1032
2015
Q2 		$1K Hold
2
– – ﹤0.01% 1000
2015
Q1 		$1K Hold
2
– – ﹤0.01% 1014
2014
Q4 		$1K Hold
2
– – ﹤0.01% 1006
2014
Q3 		$3K Hold
2
– – ﹤0.01% 974
2014
Q2 		$4K Hold
2
– – ﹤0.01% 979
2014
Q1 		$4K Buy
+2
New +$3.92K ﹤0.01% 943

Other funds holding SGY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Stone Energy (SGY) in Q3 2015, closing a stake of 2 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in SGY in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2014. 149 funds tracked by Wall St. Rank hold SGY as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Stone Energy position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2 Stone Energy shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Stone Energy in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Stone Energy position peaked at $4K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Stone Energy as of Q3 2015.

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