BRWA
BWV

B. Riley Wealth Advisors’s iPath ETN linked to CBOE S&P 500 Buy Write Index BWV Stock Holding History

B. Riley Wealth Advisors’s Portfolio BWV Stock Details BWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-35
Closed -$2 – 2804
2014
Q4 		$2 Buy
+35
New +$2.17K ﹤0.01% 3507
2014
Q3 		– Sell
-35
Closed -$2.15K – 2618
2014
Q2 		$2.15K Buy
+35
New +$2.15K ﹤0.01% 2217

Other funds holding BWV

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) in Q1 2015, closing a stake of 35 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in BWV in Q2 2014 and held it in 2 quarters. The position peaked at $2.15K in Q2 2014. 8 funds tracked by Wall St. Rank hold BWV as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iPath ETN linked to CBOE S&P 500 Buy Write Index position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 35 iPath ETN linked to CBOE S&P 500 Buy Write Index shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iPath ETN linked to CBOE S&P 500 Buy Write Index position peaked at $2.15K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held iPath ETN linked to CBOE S&P 500 Buy Write Index as of Q1 2015.

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