BRWA
DRA

B. Riley Wealth Advisors’s Diversified Real Asset Income Fd DRA Stock Holding History

B. Riley Wealth Advisors’s Portfolio DRA Stock Details DRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9,604
Closed -$167 – 2453
2014
Q4 		$167 Buy
+9,604
New +$169K ﹤0.01% 1466

Other funds holding DRA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Diversified Real Asset Income Fd (DRA) in Q1 2015, closing a stake of 9,604 shares — an estimated $167 sold.

B. Riley Wealth Advisors first reported a position in DRA in Q4 2014 and held it in 1 quarter. The position peaked at $167 in Q4 2014. 57 funds tracked by Wall St. Rank hold DRA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Diversified Real Asset Income Fd position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,604 Diversified Real Asset Income Fd shares in Q1 2015, an estimated $167.
  • B. Riley Wealth Advisors first reported a position in Diversified Real Asset Income Fd in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Diversified Real Asset Income Fd position peaked at $167 in Q4 2014.
  • 57 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q1 2015.

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