B. Riley Wealth Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

B. Riley Wealth Advisors’s Portfolio LDP Stock Details LDP 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	-$34	–	1346
2014 Q4	$34	Buy	+1,500	New	+$36K	﹤0.01%	2288
2014 Q3	–	Sell	-1,500	Closed	-$38.2K	–	1333
2014 Q2	$38.2K	Buy	+1,500	New	+$36.9K	0.01%	1148

Other funds holding LDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2015, closing a stake of 1,500 shares — an estimated $34 sold.

B. Riley Wealth Advisors first reported a position in LDP in Q2 2014 and held it in 2 quarters. The position peaked at $38.2K in Q2 2014. 41 funds tracked by Wall St. Rank hold LDP as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,500 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2015, an estimated $34.
B. Riley Wealth Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $38.2K in Q2 2014.
41 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2015.

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