B. Riley Wealth Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-846	Closed	-$47	–	2040
2014 Q4	$47	Buy	+846	New	+$49.5K	﹤0.01%	2129
2014 Q3	–	Sell	-989	Closed	-$79K	–	1936
2014 Q2	$79K	Buy	989 +123	+14%	+$9.33K	0.02%	826
2014 Q1	$66K	Sell	866 -239	-22%	-$17.5K	0.02%	708
2013 Q4	$81K	Buy	1,105 +98	+10%	+$6.28K	0.03%	592
2013 Q3	$63K	Sell	1,007 -57	-5%	-$3.68K	0.02%	617
2013 Q2	$69K	Buy	+1,064	New	+$65.8K	0.02%	628

Other funds holding CCEC

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2015, closing a stake of 846 shares — an estimated $47 sold.

B. Riley Wealth Advisors first reported a position in CCEC in Q2 2013 and held it in 6 quarters. The position peaked at $81K in Q4 2013. 81 funds tracked by Wall St. Rank hold CCEC as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 846 Capital Clean Energy Carriers shares in Q1 2015, an estimated $47.
B. Riley Wealth Advisors first reported a position in Capital Clean Energy Carriers in Q2 2013 and held it in 6 quarters.
B. Riley Wealth Advisors's Capital Clean Energy Carriers position peaked at $81K in Q4 2013.
81 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2015.

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