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B. Riley Wealth Advisors’s CVR Partners UAN Stock Holding History

B. Riley Wealth Advisors’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-55
Closed -$5 – 1894
2014
Q4 		$5 Buy
+55
New +$6.17K ﹤0.01% 3168
2014
Q3 		– Sell
-20
Closed -$3.74K – 1804
2014
Q2 		$3.74K Buy
+20
New +$3.97K ﹤0.01% 2125

Other funds holding UAN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of CVR Partners (UAN) in Q1 2015, closing a stake of 55 shares — an estimated $5 sold.

B. Riley Wealth Advisors first reported a position in UAN in Q2 2014 and held it in 2 quarters. The position peaked at $3.74K in Q2 2014. 75 funds tracked by Wall St. Rank hold UAN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining CVR Partners position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 55 CVR Partners shares in Q1 2015, an estimated $5.
  • B. Riley Wealth Advisors first reported a position in CVR Partners in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CVR Partners position peaked at $3.74K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held CVR Partners as of Q1 2015.

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