BRWA
MTGE

B. Riley Wealth Advisors’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

B. Riley Wealth Advisors’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10
Closed – – 2726
2014
Q4 		$0 Buy
+10
New +$196 ﹤0.01% 3860
2014
Q3 		– Sell
-10
Closed -$195 – 2534
2014
Q2 		$195 Buy
+10
New +$199 ﹤0.01% 2433

Other funds holding MTGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of MTGE Investment Corp. Common Stock (MTGE) in Q1 2015, closing a stake of 10 shares.

B. Riley Wealth Advisors first reported a position in MTGE in Q2 2014 and held it in 2 quarters. The position peaked at $195 in Q2 2014. 113 funds tracked by Wall St. Rank hold MTGE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MTGE Investment Corp. Common Stock position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10 MTGE Investment Corp. Common Stock shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in MTGE Investment Corp. Common Stock in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MTGE Investment Corp. Common Stock position peaked at $195 in Q2 2014.
  • 113 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q1 2015.

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