BRWA
PWP

B. Riley Wealth Advisors’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

B. Riley Wealth Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,900
Closed -$52 – 2806
2014
Q4 		$52 Buy
+1,900
New +$52 ﹤0.01% 2078
2014
Q3 		– Sell
-1,900
Closed -$51.7K – 2621
2014
Q2 		$51.7K Buy
+1,900
New +$51.7K 0.01% 1017

Other funds holding PWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q1 2015, closing a stake of 1,900 shares — an estimated $52 sold.

B. Riley Wealth Advisors first reported a position in PWP in Q2 2014 and held it in 2 quarters. The position peaked at $51.7K in Q2 2014. 22 funds tracked by Wall St. Rank hold PWP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,900 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q1 2015, an estimated $52.
  • B. Riley Wealth Advisors first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $51.7K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q1 2015.

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