BRWA
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B. Riley Wealth Advisors’s Invesco Bond Fund VBF Stock Holding History

B. Riley Wealth Advisors’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-92
Closed -$2 – 1928
2014
Q4 		$2 Buy
+92
New +$1.7K ﹤0.01% 3444
2014
Q3 		– Sell
-92
Closed -$1.76K – 1834
2014
Q2 		$1.76K Buy
+92
New +$1.72K ﹤0.01% 2239

Other funds holding VBF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Bond Fund (VBF) in Q1 2015, closing a stake of 92 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in VBF in Q2 2014 and held it in 2 quarters. The position peaked at $1.76K in Q2 2014. 28 funds tracked by Wall St. Rank hold VBF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Bond Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 92 Invesco Bond Fund shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in Invesco Bond Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Bond Fund position peaked at $1.76K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q1 2015.

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