B. Riley Wealth Advisors’s MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% MSK.CL Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSK.CL Stock Details MSK.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,160	Closed	-$2.56K	–	2513
2014 Q4	$2.56K	Buy	+10,160	New	+$258K	0.05%	466

Other funds holding MSK.CL

CIM

Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% (MSK.CL) in Q1 2015, closing a stake of 10,160 shares — an estimated $2.56K sold.

B. Riley Wealth Advisors first reported a position in MSK.CL in Q4 2014 and held it in 1 quarter. The position peaked at $2.56K in Q4 2014. 5 funds tracked by Wall St. Rank hold MSK.CL as of Q1 2015.

B. Riley Wealth Advisors reported no remaining MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,160 MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% shares in Q1 2015, an estimated $2.56K.
B. Riley Wealth Advisors first reported a position in MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% in Q4 2014 and held it in 1 quarter.
B. Riley Wealth Advisors's MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% position peaked at $2.56K in Q4 2014.
5 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% as of Q1 2015.

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