B. Riley Wealth Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,000
Closed -$114K 1525
2021
Q4
$114K Hold
11,000
﹤0.01% 1330
2021
Q3
$109K Hold
11,000
﹤0.01% 1328
2021
Q2
$116K Hold
11,000
﹤0.01% 1295
2021
Q1
$106K Hold
11,000
﹤0.01% 1292
2020
Q4
$86K Hold
11,000
﹤0.01% 996
2020
Q3
$68K Hold
11,000
﹤0.01% 914
2020
Q2
$68K Sell
11,000
-2,160
-16% -$12.6K ﹤0.01% 835
2020
Q1
$75K Buy
13,160
+1,000
+8% +$9.67K 0.01% 744
2019
Q4
$137K Hold
12,160
0.01% 783
2019
Q3
$133K Hold
12,160
0.01% 755
2019
Q2
$135K Buy
12,160
+2,000
+20% +$22.8K 0.01% 741
2019
Q1
$116K Buy
+10,160
New +$115K 0.01% 693

Other funds holding HIE

B. Riley Wealth Advisors's HIE Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2022, closing a stake of 11,000 shares — an estimated $114K sold.

B. Riley Wealth Advisors first reported a position in HIE in Q1 2019 and held it in 12 quarters. The position peaked at $137K in Q4 2019. 44 funds tracked by Wall St. Rank hold HIE as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,000 Miller/Howard High Income Equity Fund shares in Q1 2022, an estimated $114K.
  • B. Riley Wealth Advisors first reported a position in Miller/Howard High Income Equity Fund in Q1 2019 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Miller/Howard High Income Equity Fund position peaked at $137K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.