BRWM
WNRL

B. Riley Wealth Management’s Western Refining Logistics, LP WNRL Stock Holding History

B. Riley Wealth Management’s Portfolio WNRL Stock Details WNRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$34K – 1141
2014
Q3 		$34K Buy
1,000
+200
+25% +$6.66K 0.03% 494
2014
Q2 		$26K Buy
+800
New +$26.4K 0.02% 599

Other funds holding WNRL

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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Western Refining Logistics, LP (WNRL) in Q4 2014, closing a stake of 1,000 shares — an estimated $34K sold.

B. Riley Wealth Management first reported a position in WNRL in Q2 2014 and held it in 2 quarters. The position peaked at $34K in Q3 2014. 48 funds tracked by Wall St. Rank hold WNRL as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Western Refining Logistics, LP position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 Western Refining Logistics, LP shares in Q4 2014, an estimated $34K.
  • B. Riley Wealth Management first reported a position in Western Refining Logistics, LP in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Western Refining Logistics, LP position peaked at $34K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Western Refining Logistics, LP as of Q4 2014.

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