B. Riley Wealth Management, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 154,452
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/17/2014 | 1,144 | 154,452 | 13F-HR | Wunderlich Securities, Inc. |
| Q1 2014 | 6/12/2014 | 1,096 | 135,462 | 13F-HR | Wunderlich Securities, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.6 K | 69.0% | 13.14 K | 0 | 13.14 K |
| ETFs | 47.86 K | 31.0% | 5.859 K | 0 | 5.859 K |
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Fund Snapshot
Q2 2014
Latest filed
7/17/2014
Total value ($000)
154,452
Holdings
1144
QoQ value change ($000)
18,990
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.