BRWA
PWY

B. Riley Wealth Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

B. Riley Wealth Advisors’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,496
Closed -$39 – 2777
2014
Q4 		$39 Buy
+1,496
New +$39 ﹤0.01% 2233
2014
Q3 		– Sell
-1,308
Closed -$33.8K – 2584
2014
Q2 		$33.8K Buy
+1,308
New +$33.8K 0.01% 1201

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2015, closing a stake of 1,496 shares — an estimated $39 sold.

B. Riley Wealth Advisors first reported a position in PWY in Q2 2014 and held it in 2 quarters. The position peaked at $33.8K in Q2 2014. 26 funds tracked by Wall St. Rank hold PWY as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,496 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2015, an estimated $39.
  • B. Riley Wealth Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $33.8K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2015.

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