BRWA
FISK

B. Riley Wealth Advisors’s Empire State Realty OP LP Series 250 FISK Stock Holding History

B. Riley Wealth Advisors’s Portfolio FISK Stock Details FISK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,916
Closed -$45.6K – 1084
2014
Q2 		$45.6K Buy
+2,916
New +$43.2K 0.01% 1071

Other funds holding FISK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Empire State Realty OP LP Series 250 (FISK) in Q3 2014, closing a stake of 2,916 shares — an estimated $45.6K sold.

B. Riley Wealth Advisors first reported a position in FISK in Q2 2014 and held it in 1 quarter. The position peaked at $45.6K in Q2 2014. 7 funds tracked by Wall St. Rank hold FISK as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Empire State Realty OP LP Series 250 position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,916 Empire State Realty OP LP Series 250 shares in Q3 2014, an estimated $45.6K.
  • B. Riley Wealth Advisors first reported a position in Empire State Realty OP LP Series 250 in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Empire State Realty OP LP Series 250 position peaked at $45.6K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q3 2014.

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