BRWA
MSP

B. Riley Wealth Advisors’s Madison Strategic Sector MSP Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-183
Closed -$2 – 2382
2014
Q4 		$2 Buy
+183
New +$2.25K ﹤0.01% 3473
2014
Q3 		– Sell
-183
Closed -$2.34K – 2218
2014
Q2 		$2.34K Buy
+183
New +$2.31K ﹤0.01% 2207
2013
Q3 		– Sell
-6,531
Closed -$76K – 768
2013
Q2 		$76K Buy
+6,531
New +$77.2K 0.03% 612

Other funds holding MSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Madison Strategic Sector (MSP) in Q1 2015, closing a stake of 183 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in MSP in Q2 2013 and held it in 3 quarters. The position peaked at $76K in Q2 2013. 20 funds tracked by Wall St. Rank hold MSP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Madison Strategic Sector position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 183 Madison Strategic Sector shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in Madison Strategic Sector in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Madison Strategic Sector position peaked at $76K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q1 2015.

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