BRWA
BWG

B. Riley Wealth Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

B. Riley Wealth Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,122
Closed -$20.6K – 808
2014
Q2 		$20.6K Buy
+1,122
New +$20.1K ﹤0.01% 1461

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2014, closing a stake of 1,122 shares — an estimated $20.6K sold.

B. Riley Wealth Advisors first reported a position in BWG in Q2 2014 and held it in 1 quarter. The position peaked at $20.6K in Q2 2014. 45 funds tracked by Wall St. Rank hold BWG as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,122 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2014, an estimated $20.6K.
  • B. Riley Wealth Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $20.6K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2014.

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