B. Riley Wealth Advisors’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-11,355
Closed -$180K 615
2015
Q1
$180K Sell
11,355
-9,645
-46% -$149K 0.04% 475
2014
Q4
$1.76K Buy
21,000
+10,750
+105% +$165K 0.04% 593
2014
Q3
$169K Buy
10,250
+250
+3% +$4.54K 0.04% 532
2014
Q2
$184K Hold
10,000
0.04% 479
2014
Q1
$212K Hold
10,000
0.06% 371
2013
Q4
$206K Buy
10,000
+125
+1% +$2.57K 0.07% 338
2013
Q3
$203K Hold
9,875
0.07% 330
2013
Q2
$229K Buy
+9,875
New +$233K 0.08% 287

B. Riley Wealth Advisors's CFP Position: Q2 2015 in Review

B. Riley Wealth Advisors sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q2 2015, closing a stake of 11,355 shares — an estimated $180K sold.

B. Riley Wealth Advisors first reported a position in CFP in Q2 2013 and held it in 8 quarters. The position peaked at $229K in Q2 2013. 0 funds tracked by Wall St. Rank hold CFP as of Q2 2015.

  • B. Riley Wealth Advisors reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,355 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q2 2015, an estimated $180K.
  • B. Riley Wealth Advisors first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and held it in 8 quarters.
  • B. Riley Wealth Advisors's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $229K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q2 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.