B. Riley Wealth Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

B. Riley Wealth Advisors’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-850	Closed	-$13	–	923
2014 Q4	$13	Buy	+850	New	+$12.9K	﹤0.01%	2730
2014 Q3	–	Sell	-830	Closed	-$13.5K	–	950
2014 Q2	$13.5K	Buy	+830	New	+$12.9K	﹤0.01%	1648

Other funds holding DTF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2015, closing a stake of 850 shares — an estimated $13 sold.

B. Riley Wealth Advisors first reported a position in DTF in Q2 2014 and held it in 2 quarters. The position peaked at $13.5K in Q2 2014. 22 funds tracked by Wall St. Rank hold DTF as of Q1 2015.

B. Riley Wealth Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 850 DTF Tax-Free Income 2028 Term Fund shares in Q1 2015, an estimated $13.
B. Riley Wealth Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $13.5K in Q2 2014.
22 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2015.

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