BRWA
DHF

B. Riley Wealth Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

B. Riley Wealth Advisors’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,351
Closed -$59K – 530
2016
Q4 		$59K Sell
17,351
-6,832
-28% -$22.4K 0.01% 511
2016
Q3 		$83K Buy
24,183
+2,451
+11% +$8.4K 0.02% 580
2016
Q2 		$73K Sell
21,732
-201
-0.9% -$649 0.01% 581
2016
Q1 		$69K Sell
21,933
-4
-0% -$12 0.02% 521
2015
Q4 		$68K Sell
21,937
-4,665
-18% -$14.5K 0.01% 532
2015
Q3 		$82K Sell
26,602
-7,750
-23% -$25.2K 0.02% 522
2015
Q2 		$115K Sell
34,352
-2,500
-7% -$8.97K 0.03% 493
2015
Q1 		$135K Sell
36,852
-36,262
-50% -$131K 0.03% 487
2014
Q4 		$1.45K Buy
73,114
+36,567
+100% +$141K 0.03% 646
2014
Q3 		$135K Hold
36,547
– – 0.04% 552
2014
Q2 		$159K Hold
36,547
– – 0.04% 532
2014
Q1 		$153K Buy
36,547
+212
+0.6% +$881 0.05% 474
2013
Q4 		$148K Buy
36,335
+614
+2% +$2.49K 0.05% 437
2013
Q3 		$143K Buy
35,721
+2,017
+6% +$8.14K 0.05% 440
2013
Q2 		$142K Buy
+33,704
New +$147K 0.05% 449

Other funds holding DHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFEC
First Financial Equity Corporation Scottsdale, Arizona $584M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's DHF Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2017, closing a stake of 17,351 shares — an estimated $59K sold.

B. Riley Wealth Advisors first reported a position in DHF in Q2 2013 and held it in 15 quarters. The position peaked at $159K in Q2 2014. 50 funds tracked by Wall St. Rank hold DHF as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,351 BNY Mellon High Yield Strategies Fund shares in Q1 2017, an estimated $59K.
  • B. Riley Wealth Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's BNY Mellon High Yield Strategies Fund position peaked at $159K in Q2 2014.
  • 50 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.