BRWA
CFD

B. Riley Wealth Advisors’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-19,408
Closed -$232K – 642
2015
Q2 		$232K Buy
+19,408
New +$236K 0.06% 408

Other funds holding CFD

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's CFD Position: Q3 2015 in Review

B. Riley Wealth Advisors sold out of Nuveen Diversified Commodity Fnd (CFD) in Q3 2015, closing a stake of 19,408 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in CFD in Q2 2015 and held it in 1 quarter. The position peaked at $232K in Q2 2015. 22 funds tracked by Wall St. Rank hold CFD as of Q3 2015.

  • B. Riley Wealth Advisors reported no remaining Nuveen Diversified Commodity Fnd position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 19,408 Nuveen Diversified Commodity Fnd shares in Q3 2015, an estimated $232K.
  • B. Riley Wealth Advisors first reported a position in Nuveen Diversified Commodity Fnd in Q2 2015 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Nuveen Diversified Commodity Fnd position peaked at $232K in Q2 2015.
  • 22 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q3 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.