Lenox Wealth Management’s BRC Group Holdings RILY Stock Holding History

Lenox Wealth Management’s Portfolio RILY Stock Details RILY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-400	Closed	-$6K	–	706
2018 Q4	$6K	Hold	400	–	–	﹤0.01%	447
2018 Q3	$9K	Hold	400	–	–	﹤0.01%	431
2018 Q2	$9K	Hold	400	–	–	﹤0.01%	379
2018 Q1	$7K	Hold	400	–	–	﹤0.01%	386
2017 Q4	$7K	Hold	400	–	–	﹤0.01%	409
2017 Q3	$6K	Hold	400	–	–	﹤0.01%	436
2017 Q2	$7K	Hold	400	–	–	﹤0.01%	403
2017 Q1	$6K	Hold	400	–	–	﹤0.01%	185
2016 Q4	$7K	Sell	400 -4	-1%	-$60	0.01%	185
2016 Q3	$5K	Hold	404	–	–	﹤0.01%	185
2016 Q2	$4K	Hold	404	–	–	﹤0.01%	195
2016 Q1	$4K	Hold	404	–	–	﹤0.01%	203
2015 Q4	$4K	Buy	+404	New	+$3.94K	﹤0.01%	210

Other funds holding RILY

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Lenox Wealth Management's RILY Position: Q1 2019 in Review

Lenox Wealth Management sold out of BRC Group Holdings (RILY) in Q1 2019, closing a stake of 400 shares — an estimated $6K sold.

Lenox Wealth Management first reported a position in RILY in Q4 2015 and held it in 13 quarters. The position peaked at $9K in Q3 2018. 71 funds tracked by Wall St. Rank hold RILY as of Q1 2019.

Lenox Wealth Management reported no remaining BRC Group Holdings position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Management sold 400 BRC Group Holdings shares in Q1 2019, an estimated $6K.
Lenox Wealth Management first reported a position in BRC Group Holdings in Q4 2015 and held it in 13 quarters.
Lenox Wealth Management's BRC Group Holdings position peaked at $9K in Q3 2018.
71 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.