BRWA
PYN

B. Riley Wealth Advisors’s PIMCO New York Municipal Income Fund III PYN Stock Holding History

B. Riley Wealth Advisors’s Portfolio PYN Stock Details PYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,074
Closed -$40 – 1646
2014
Q4 		$40 Buy
+4,074
New +$39.4K ﹤0.01% 2205

Other funds holding PYN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of PIMCO New York Municipal Income Fund III (PYN) in Q1 2015, closing a stake of 4,074 shares — an estimated $40 sold.

B. Riley Wealth Advisors first reported a position in PYN in Q4 2014 and held it in 1 quarter. The position peaked at $40 in Q4 2014. 9 funds tracked by Wall St. Rank hold PYN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining PIMCO New York Municipal Income Fund III position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,074 PIMCO New York Municipal Income Fund III shares in Q1 2015, an estimated $40.
  • B. Riley Wealth Advisors first reported a position in PIMCO New York Municipal Income Fund III in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's PIMCO New York Municipal Income Fund III position peaked at $40 in Q4 2014.
  • 9 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund III as of Q1 2015.

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