BRWA
JPW

B. Riley Wealth Advisors’s Nuveen Flexible Invstment Fd JPW Stock Holding History

B. Riley Wealth Advisors’s Portfolio JPW Stock Details JPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,500
Closed -$25 – 2749
2014
Q4 		$25 Buy
+1,500
New +$25.9K ﹤0.01% 2454

Other funds holding JPW

DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
DCM
Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Nuveen Flexible Invstment Fd (JPW) in Q1 2015, closing a stake of 1,500 shares — an estimated $25 sold.

B. Riley Wealth Advisors first reported a position in JPW in Q4 2014 and held it in 1 quarter. The position peaked at $25 in Q4 2014. 12 funds tracked by Wall St. Rank hold JPW as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Nuveen Flexible Invstment Fd position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,500 Nuveen Flexible Invstment Fd shares in Q1 2015, an estimated $25.
  • B. Riley Wealth Advisors first reported a position in Nuveen Flexible Invstment Fd in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Nuveen Flexible Invstment Fd position peaked at $25 in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q1 2015.

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