BRWA
HSA

B. Riley Wealth Advisors’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

B. Riley Wealth Advisors’s Portfolio HSA Stock Details HSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,869
Closed -$26.7K – 2494
2014
Q2 		$26.7K Buy
+3,869
New +$26.7K 0.01% 1340
2014
Q1 		– Sell
-22,638
Closed -$150K – 821
2013
Q4 		$150K Sell
22,638
-15,273
-40% -$99.2K 0.05% 435
2013
Q3 		$241K Sell
37,911
-36,720
-49% -$222K 0.08% 279
2013
Q2 		$456K Buy
+74,631
New +$479K 0.15% 159

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

B. Riley Wealth Advisors sold out of HELIOS STRATEGIC INCOME FD, INC (HSA) in Q3 2014, closing a stake of 3,869 shares — an estimated $26.7K sold.

B. Riley Wealth Advisors first reported a position in HSA in Q2 2013 and held it in 4 quarters. The position peaked at $456K in Q2 2013. 0 funds tracked by Wall St. Rank hold HSA as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining HELIOS STRATEGIC INCOME FD, INC position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,869 HELIOS STRATEGIC INCOME FD, INC shares in Q3 2014, an estimated $26.7K.
  • B. Riley Wealth Advisors first reported a position in HELIOS STRATEGIC INCOME FD, INC in Q2 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's HELIOS STRATEGIC INCOME FD, INC position peaked at $456K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held HELIOS STRATEGIC INCOME FD, INC as of Q3 2014.

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