B. Riley Wealth Management, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2015-12-31 to 2016-03-31, B. Riley Wealth Management, Inc. opened 6 positions, added to 16, reduced 33, sold out of 17 and left 1 unchanged. The largest increase in value was GLD (+$762,000); the largest decrease was C (-$856,000).
- AMZN: Country of operation United States; Class Stock; Shares 2015-12-31 845; Shares 2016-03-31 1,762.
- O: Country of operation United States; Class REIT; Shares 2015-12-31 8,277; Shares 2016-03-31 10,063.
- LMT: Country of operation United States; Class Stock; Shares 2015-12-31 1,927; Shares 2016-03-31 2,416.
- BAC: Country of operation United States; Class Stock; Shares 2015-12-31 16,846; Shares 2016-03-31 28,247.
Two Form 13F-HR filings compared (SEC CIK 1599892): 2015-12-31 (filed 2016-01-08) and 2016-03-31 (filed 2016-04-12). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2015-12-31 | Shares 2016-03-31 | Share change | Value 2015-12-31 | Value 2016-03-31 | Value change |
|---|
AMZN
AMAZON COM INC COM | United States | Stock | 845 | 1,762 | +917 | $571,000 | $1,045,000 | +$474,000 |
|---|
O
REALTY INCOME CORP COM | United States | REIT | 8,277 | 10,063 | +1,786 | $427,000 | $629,000 | +$202,000 |
|---|
LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 1,927 | 2,416 | +489 | $418,000 | $535,000 | +$117,000 |
|---|
BAC
BANK AMER CORP COM | United States | Stock | 16,846 | 28,247 | +11,401 | $283,000 | $381,000 | +$98,000 |
|---|
SHW
SHERWIN WILLIAMS CO COM | United States | Stock | 1,161 | 1,264 | +103 | $301,000 | $359,000 | +$58,000 |
|---|
GIS
GENERAL MLS INC COM | United States | Stock | 4,339 | 4,872 | +533 | $250,000 | $308,000 | +$58,000 |
|---|
VFC
V F CORP COM | United States | Stock | 5,188 | 5,839 | +651 | $322,000 | $378,000 | +$56,000 |
|---|
CVX
CHEVRON CORP NEW COM | United States | Stock | 3,718 | 3,969 | +251 | $334,000 | $378,000 | +$44,000 |
|---|
GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 2,210 | 2,310 | +100 | $1,719,000 | $1,762,000 | +$43,000 |
|---|
JNJ
JOHNSON & JOHNSON COM | United States | Stock | 3,898 | 4,083 | +185 | $400,000 | $441,000 | +$41,000 |
|---|
BMY
BRISTOL MYERS SQUIBB CO COM | United States | Stock | 5,020 | 6,048 | +1,028 | $345,000 | $386,000 | +$41,000 |
|---|
HRL
HORMEL FOODS CORP COM | United States | Stock | 7,189 | 13,758 | +6,569 | $568,000 | $594,000 | +$26,000 |
|---|
SBUX
STARBUCKS CORP | United States | Stock | 10,759 | 11,203 | +444 | $645,000 | $668,000 | +$23,000 |
|---|
F
FORD MTR CO DEL COM PAR $0.01 | United States | Stock | 13,945 | 16,043 | +2,098 | $196,000 | $216,000 | +$20,000 |
|---|
ABBV
ABBVIE INC COM | United States | Stock | 4,231 | 4,525 | +294 | $250,000 | $258,000 | +$8,000 |
|---|
WFC
WELLS FARGO & CO NEW COM | United States | Stock | 5,694 | 6,348 | +654 | $309,000 | $306,000 | -$3,000 |
|---|
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