B. Riley Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

B. Riley Wealth Advisors’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,801	Closed	-$72	–	1630
2014 Q4	$72	Buy	+2,801	New	+$72.9K	﹤0.01%	1900
2014 Q3	–	Sell	-2,758	Closed	-$72.9K	–	1581
2014 Q2	$72.9K	Buy	+2,758	New	+$70.7K	0.02%	862

Other funds holding PSF

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

GBA

Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2015, closing a stake of 2,801 shares — an estimated $72 sold.

B. Riley Wealth Advisors first reported a position in PSF in Q2 2014 and held it in 2 quarters. The position peaked at $72.9K in Q2 2014. 32 funds tracked by Wall St. Rank hold PSF as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,801 Cohen & Steers Select Preferred & Income Fund shares in Q1 2015, an estimated $72.
B. Riley Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $72.9K in Q2 2014.
32 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2015.

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