B. Riley Wealth Advisors’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-8,973
Closed -$78.8K 2465
2014
Q2
$78.8K Sell
8,973
-2,616
-23% -$22.4K 0.02% 828
2014
Q1
$96K Sell
11,589
-4,328
-27% -$35K 0.03% 627
2013
Q4
$123K Sell
15,917
-5,483
-26% -$43.9K 0.04% 500
2013
Q3
$174K Sell
21,400
-21,546
-50% -$173K 0.06% 385
2013
Q2
$353K Buy
+42,946
New +$377K 0.12% 198

B. Riley Wealth Advisors's BSP Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 8,973 shares — an estimated $78.8K sold.

B. Riley Wealth Advisors first reported a position in BSP in Q2 2013 and held it in 5 quarters. The position peaked at $353K in Q2 2013. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,973 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $78.8K.
  • B. Riley Wealth Advisors first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's AMERN STRATEGIC INCM PORTF II position peaked at $353K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.