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B. Riley Wealth Management’s Towne Bank TOWN Stock Holding History

B. Riley Wealth Management’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,000
Closed -$32K – 689
2015
Q2 		$32K Hold
2,000
– – 0.03% 514
2015
Q1 		$32K Buy
+2,000
New +$31K 0.02% 505

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 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
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Towne Bank (TOWN) in Q3 2015, closing a stake of 2,000 shares — an estimated $32K sold.

B. Riley Wealth Management first reported a position in TOWN in Q1 2015 and held it in 2 quarters. The position peaked at $32K in Q2 2015. 101 funds tracked by Wall St. Rank hold TOWN as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Towne Bank position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,000 Towne Bank shares in Q3 2015, an estimated $32K.
  • B. Riley Wealth Management first reported a position in Towne Bank in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's Towne Bank position peaked at $32K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held Towne Bank as of Q3 2015.

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