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B. Riley Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

B. Riley Wealth Advisors’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-237
Closed -$12 – 813
2014
Q4 		$12 Buy
+237
New +$12.2K ﹤0.01% 2772
2013
Q3 		– Sell
-5,855
Closed -$300K – 678
2013
Q2 		$300K Buy
+5,855
New +$304K 0.1% 230

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2015, closing a stake of 237 shares — an estimated $12 sold.

B. Riley Wealth Advisors first reported a position in CMBS in Q2 2013 and held it in 2 quarters. The position peaked at $300K in Q2 2013. 35 funds tracked by Wall St. Rank hold CMBS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares CMBS ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 237 iShares CMBS ETF shares in Q1 2015, an estimated $12.
  • B. Riley Wealth Advisors first reported a position in iShares CMBS ETF in Q2 2013 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares CMBS ETF position peaked at $300K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2015.

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