BRWA
VFL

B. Riley Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

B. Riley Wealth Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,045
Closed -$133K – 719
2017
Q4 		$133K Buy
+10,045
New +$134K 0.02% 602
2015
Q1 		– Sell
-335
Closed -$4 – 1941
2014
Q4 		$4 Buy
+335
New +$4.33K ﹤0.01% 3245
2014
Q3 		– Sell
-1,104
Closed -$14.2K – 1842
2014
Q2 		$14.2K Buy
+1,104
New +$14.1K ﹤0.01% 1631
2014
Q1 		– Sell
-4,971
Closed -$58K – 795
2013
Q4 		$58K Sell
4,971
-1,127
-18% -$13.1K 0.02% 646
2013
Q3 		$73K Sell
6,098
-3,640
-37% -$43K 0.03% 602
2013
Q2 		$124K Buy
+9,738
New +$135K 0.04% 486

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return