BRWA
MCEP

B. Riley Wealth Advisors’s Mid-Con Energy Partners, LP MCEP Stock Holding History

B. Riley Wealth Advisors’s Portfolio MCEP Stock Details MCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-605
Closed -$27K – 628
2015
Q3 		$27K Sell
605
-550
-48% -$34K 0.01% 547
2015
Q2 		$116K Sell
1,155
-99
-8% -$11.7K 0.03% 492
2015
Q1 		$139K Hold
1,254
– – 0.03% 486
2014
Q4 		$158 Buy
+1,254
New +$352K ﹤0.01% 1494

Other funds holding MCEP

AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 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
YEPV
Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

B. Riley Wealth Advisors's MCEP Position: Q4 2015 in Review

B. Riley Wealth Advisors sold out of Mid-Con Energy Partners, LP (MCEP) in Q4 2015, closing a stake of 605 shares — an estimated $27K sold.

B. Riley Wealth Advisors first reported a position in MCEP in Q4 2014 and held it in 4 quarters. The position peaked at $139K in Q1 2015. 32 funds tracked by Wall St. Rank hold MCEP as of Q4 2015.

  • B. Riley Wealth Advisors reported no remaining Mid-Con Energy Partners, LP position as of Q4 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 605 Mid-Con Energy Partners, LP shares in Q4 2015, an estimated $27K.
  • B. Riley Wealth Advisors first reported a position in Mid-Con Energy Partners, LP in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Mid-Con Energy Partners, LP position peaked at $139K in Q1 2015.
  • 32 funds tracked by Wall St. Rank held Mid-Con Energy Partners, LP as of Q4 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.