BRWM
WPT

B. Riley Wealth Management’s World Point Terminals, LP WPT Stock Holding History

B. Riley Wealth Management’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$8K – 946
2015
Q2 		$8K Sell
500
-2,300
-82% -$40.2K 0.01% 797
2015
Q1 		$46K Buy
+2,800
New +$55.6K 0.03% 425

Other funds holding WPT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

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

B. Riley Wealth Management sold out of World Point Terminals, LP (WPT) in Q3 2015, closing a stake of 500 shares — an estimated $8K sold.

B. Riley Wealth Management first reported a position in WPT in Q1 2015 and held it in 2 quarters. The position peaked at $46K in Q1 2015. 27 funds tracked by Wall St. Rank hold WPT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining World Point Terminals, LP position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 World Point Terminals, LP shares in Q3 2015, an estimated $8K.
  • B. Riley Wealth Management first reported a position in World Point Terminals, LP in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's World Point Terminals, LP position peaked at $46K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q3 2015.

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