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B. Riley Wealth Advisors’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

B. Riley Wealth Advisors’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,378
Closed -$28 – 780
2014
Q4 		$28 Buy
+2,378
New +$28.2K ﹤0.01% 2393
2014
Q3 		– Sell
-2,378
Closed -$34.6K – 837
2014
Q2 		$34.6K Buy
+2,378
New +$32.9K 0.01% 1186
2014
Q1 		– Sell
-10,722
Closed -$142K – 760
2013
Q4 		$142K Sell
10,722
-1,186
-10% -$16.7K 0.05% 456
2013
Q3 		$175K Sell
11,908
-2,358
-17% -$35.1K 0.06% 381
2013
Q2 		$194K Buy
+14,266
New +$233K 0.07% 331

Other funds holding CEF

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return