B. Riley Wealth Advisors’s FIRST TRUST ISE GLOBAL PLATINUM INDEX FD PLTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-500
Closed -$5 2580
2014
Q4
$5 Buy
+500
New +$5.31K ﹤0.01% 3192
2014
Q3
Sell
-1,000
Closed -$13.3K 2381
2014
Q2
$13.3K Buy
+1,000
New +$13K ﹤0.01% 1659

Other funds holding PLTM

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

B. Riley Wealth Advisors sold out of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) in Q1 2015, closing a stake of 500 shares — an estimated $5 sold.

B. Riley Wealth Advisors first reported a position in PLTM in Q2 2014 and held it in 2 quarters. The position peaked at $13.3K in Q2 2014. 10 funds tracked by Wall St. Rank hold PLTM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 FIRST TRUST ISE GLOBAL PLATINUM INDEX FD shares in Q1 2015, an estimated $5.
  • B. Riley Wealth Advisors first reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position peaked at $13.3K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD as of Q1 2015.

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