B. Riley Wealth Management, Inc. quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2015-12-31 to 2016-03-31, B. Riley Wealth Management, Inc. opened 2 positions, added to 1, reduced 7, sold out of 13 and left 0 unchanged. The largest increase in value was DUNKIN BRANDS GROUP INC COM (+$206,000); the largest decrease was LINKEDIN CORP COM CL A (-$728,000).
- DUNKIN BRANDS GROUP INC COM: Country of operation —; Class Stock; Shares 2015-12-31 0; Shares 2016-03-31 4,375.
- KINDER MORGAN INC DEL WT EXP 052517: Country of operation —; Class Stock; Shares 2015-12-31 0; Shares 2016-03-31 99,704.
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.
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