BRWA
HNW

B. Riley Wealth Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History

B. Riley Wealth Advisors’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-418
Closed -$7 – 1183
2014
Q4 		$7 Buy
+418
New +$7.91K ﹤0.01% 3021
2014
Q3 		– Sell
-418
Closed -$8.83K – 1184
2014
Q2 		$8.83K Buy
+418
New +$8.69K ﹤0.01% 1837

Other funds holding HNW

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pioneer Diversified High Income Fund (HNW) in Q1 2015, closing a stake of 418 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in HNW in Q2 2014 and held it in 2 quarters. The position peaked at $8.83K in Q2 2014. 25 funds tracked by Wall St. Rank hold HNW as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pioneer Diversified High Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 418 Pioneer Diversified High Income Fund shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in Pioneer Diversified High Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pioneer Diversified High Income Fund position peaked at $8.83K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q1 2015.

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