BRWM
UAN icon

B. Riley Wealth Management’s CVR Partners UAN Stock Holding History

B. Riley Wealth Management’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$12K – 708
2015
Q2 		$12K Hold
100
– – 0.01% 710
2015
Q1 		$13K Buy
+100
New +$12.4K 0.01% 712
2014
Q3 		– Sell
-100
Closed -$18K – 1166
2014
Q2 		$18K Buy
+100
New +$19.8K 0.01% 688

Other funds holding UAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

B. Riley Wealth Management sold out of CVR Partners (UAN) in Q3 2015, closing a stake of 100 shares — an estimated $12K sold.

B. Riley Wealth Management first reported a position in UAN in Q2 2014 and held it in 3 quarters. The position peaked at $18K in Q2 2014. 71 funds tracked by Wall St. Rank hold UAN as of Q3 2015.

  • B. Riley Wealth Management reported no remaining CVR Partners position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 CVR Partners shares in Q3 2015, an estimated $12K.
  • B. Riley Wealth Management first reported a position in CVR Partners in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's CVR Partners position peaked at $18K in Q2 2014.
  • 71 funds tracked by Wall St. Rank held CVR Partners as of Q3 2015.

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