BRWM
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B. Riley Wealth Management’s VOC Energy VOC Stock Holding History

B. Riley Wealth Management’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-800
Closed -$10K – 1099
2014
Q3 		$10K Sell
800
-2,700
-77% -$40.8K 0.01% 776
2014
Q2 		$59K Buy
+3,500
New +$53.3K 0.04% 438

Other funds holding VOC

PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

B. Riley Wealth Management's VOC Position: Q4 2014 in Review

B. Riley Wealth Management sold out of VOC Energy (VOC) in Q4 2014, closing a stake of 800 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in VOC in Q2 2014 and held it in 2 quarters. The position peaked at $59K in Q2 2014. 36 funds tracked by Wall St. Rank hold VOC as of Q4 2014.

  • B. Riley Wealth Management reported no remaining VOC Energy position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 800 VOC Energy shares in Q4 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in VOC Energy in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's VOC Energy position peaked at $59K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held VOC Energy as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.