BRWA
GCV

B. Riley Wealth Advisors’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

B. Riley Wealth Advisors’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,834
Closed -$17 – 1106
2014
Q4 		$17 Buy
+2,834
New +$17.1K ﹤0.01% 2626
2014
Q3 		– Sell
-4,373
Closed -$27.5K – 1125
2014
Q2 		$27.5K Buy
+4,373
New +$27.2K 0.01% 1318

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q1 2015, closing a stake of 2,834 shares — an estimated $17 sold.

B. Riley Wealth Advisors first reported a position in GCV in Q2 2014 and held it in 2 quarters. The position peaked at $27.5K in Q2 2014. 18 funds tracked by Wall St. Rank hold GCV as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Gabelli Convertible and Income Securities Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,834 Gabelli Convertible and Income Securities Fund shares in Q1 2015, an estimated $17.
  • B. Riley Wealth Advisors first reported a position in Gabelli Convertible and Income Securities Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Gabelli Convertible and Income Securities Fund position peaked at $27.5K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q1 2015.

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