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B. Riley Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,205
Closed -$108 – 1286
2014
Q4 		$108 Buy
+4,205
New +$110K ﹤0.01% 1679

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2015, closing a stake of 4,205 shares — an estimated $108 sold.

B. Riley Wealth Advisors first reported a position in IYLD in Q4 2014 and held it in 1 quarter. The position peaked at $108 in Q4 2014. 39 funds tracked by Wall St. Rank hold IYLD as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,205 iShares Morningstar Multi-Asset Income ETF shares in Q1 2015, an estimated $108.
  • B. Riley Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $108 in Q4 2014.
  • 39 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2015.

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