BRWA
CSP

B. Riley Wealth Advisors’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

B. Riley Wealth Advisors’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,675
Closed -$92.8K – 2464
2014
Q2 		$92.8K Sell
12,675
-10,865
-46% -$78.5K 0.02% 757
2014
Q1 		$167K Sell
23,540
-2,545
-10% -$17.5K 0.05% 446
2013
Q4 		$171K Buy
26,085
+300
+1% +$2K 0.05% 396
2013
Q3 		$178K Sell
25,785
-917
-3% -$6.26K 0.06% 374
2013
Q2 		$188K Buy
+26,702
New +$193K 0.06% 350

B. Riley Wealth Advisors's CSP Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 12,675 shares — an estimated $92.8K sold.

B. Riley Wealth Advisors first reported a position in CSP in Q2 2013 and held it in 5 quarters. The position peaked at $188K in Q2 2013. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,675 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $92.8K.
  • B. Riley Wealth Advisors first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's AMER STRATEGIC INCM PTFL-III position peaked at $188K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.