BRWA
PHF

B. Riley Wealth Advisors’s Pacholder High Yield PHF Stock Holding History

B. Riley Wealth Advisors’s Portfolio PHF Stock Details PHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,407
Closed -$18 – 2746
2014
Q4 		$18 Buy
+2,407
New +$18.3K ﹤0.01% 2612
2014
Q3 		– Sell
-2,407
Closed -$21.6K – 2550
2014
Q2 		$21.6K Buy
+2,407
New +$21.1K 0.01% 1429

Other funds holding PHF

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Pacholder High Yield (PHF) in Q1 2015, closing a stake of 2,407 shares — an estimated $18 sold.

B. Riley Wealth Advisors first reported a position in PHF in Q2 2014 and held it in 2 quarters. The position peaked at $21.6K in Q2 2014. 25 funds tracked by Wall St. Rank hold PHF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pacholder High Yield position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,407 Pacholder High Yield shares in Q1 2015, an estimated $18.
  • B. Riley Wealth Advisors first reported a position in Pacholder High Yield in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pacholder High Yield position peaked at $21.6K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Pacholder High Yield as of Q1 2015.

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