BRWA
APF

B. Riley Wealth Advisors’s Morgan Stanley Asia Pacific Fund APF Stock Holding History

B. Riley Wealth Advisors’s Portfolio APF Stock Details APF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$7 – 2329
2014
Q4 		$7 Buy
+500
New +$7.96K ﹤0.01% 3050
2014
Q3 		– Sell
-500
Closed -$8.36K – 2174
2014
Q2 		$8.36K Buy
+500
New +$8.17K ﹤0.01% 1861

Other funds holding APF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

B. Riley Wealth Advisors's APF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Morgan Stanley Asia Pacific Fund (APF) in Q1 2015, closing a stake of 500 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in APF in Q2 2014 and held it in 2 quarters. The position peaked at $8.36K in Q2 2014. 32 funds tracked by Wall St. Rank hold APF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Morgan Stanley Asia Pacific Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 Morgan Stanley Asia Pacific Fund shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in Morgan Stanley Asia Pacific Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Morgan Stanley Asia Pacific Fund position peaked at $8.36K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held Morgan Stanley Asia Pacific Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.