B. Riley Wealth Management, Inc. historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 8 quarters from 2014-03-31 to 2016-03-31, B. Riley Wealth Management, Inc. opened 281 positions, added to 376, reduced 439 and sold out of 630.
- Q1 2016: Stock GULFPORT ENERGY CORP COM NEW; Country of operation —; Class Stock; Shares before 16,282.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1599892), 8 quarters: Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-28); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
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