BRWA
PER

B. Riley Wealth Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

B. Riley Wealth Advisors’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,980
Closed -$19 – 2240
2014
Q4 		$19 Buy
+2,980
New +$24.9K ﹤0.01% 2589

Other funds holding PER

AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q1 2015, closing a stake of 2,980 shares — an estimated $19 sold.

B. Riley Wealth Advisors first reported a position in PER in Q4 2014 and held it in 1 quarter. The position peaked at $19 in Q4 2014. 44 funds tracked by Wall St. Rank hold PER as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,980 SANDRIDGE PERMIAN TRUST shares in Q1 2015, an estimated $19.
  • B. Riley Wealth Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's SANDRIDGE PERMIAN TRUST position peaked at $19 in Q4 2014.
  • 44 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2015.

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