BRWA
MAV

B. Riley Wealth Advisors’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

B. Riley Wealth Advisors’s Portfolio MAV Stock Details MAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-882
Closed -$13 – 1385
2014
Q4 		$13 Buy
+882
New +$13.4K ﹤0.01% 2740
2014
Q3 		– Sell
-1,091
Closed -$17.1K – 1367
2014
Q2 		$17.1K Buy
+1,091
New +$16.6K ﹤0.01% 1536

Other funds holding MAV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2015, closing a stake of 882 shares — an estimated $13 sold.

B. Riley Wealth Advisors first reported a position in MAV in Q2 2014 and held it in 2 quarters. The position peaked at $17.1K in Q2 2014. 25 funds tracked by Wall St. Rank hold MAV as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 882 Pioneer Municipal High Income Advantage Fund shares in Q1 2015, an estimated $13.
  • B. Riley Wealth Advisors first reported a position in Pioneer Municipal High Income Advantage Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pioneer Municipal High Income Advantage Fund position peaked at $17.1K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2015.

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