BRWA
IRR

B. Riley Wealth Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

B. Riley Wealth Advisors’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,100
Closed -$42 – 2662
2014
Q4 		$42 Buy
+5,100
New +$46.8K ﹤0.01% 2187
2014
Q3 		– Sell
-6,395
Closed -$73.5K – 2473
2014
Q2 		$73.5K Hold
6,395
– – 0.02% 861
2014
Q1 		$68K Buy
6,395
+74
+1% +$740 0.02% 701
2013
Q4 		$62K Buy
6,321
+73
+1% +$724 0.02% 643
2013
Q3 		$63K Buy
6,248
+74
+1% +$765 0.02% 619
2013
Q2 		$67K Buy
+6,174
New +$65.8K 0.02% 631

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q1 2015, closing a stake of 5,100 shares — an estimated $42 sold.

B. Riley Wealth Advisors first reported a position in IRR in Q2 2013 and held it in 6 quarters. The position peaked at $73.5K in Q2 2014. 32 funds tracked by Wall St. Rank hold IRR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,100 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2015, an estimated $42.
  • B. Riley Wealth Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $73.5K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2015.

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