BRWM
AWP

B. Riley Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

B. Riley Wealth Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-348
Closed -$6K – 187
2015
Q2 		$6K Hold
348
– – ﹤0.01% 823
2015
Q1 		$7K Hold
348
– – 0.01% 801
2014
Q4 		$7K Hold
348
– – 0.01% 796
2014
Q3 		$7K Hold
348
– – 0.01% 848
2014
Q2 		$7K Hold
348
– – ﹤0.01% 886
2014
Q1 		$7K Buy
+348
New +$7.38K 0.01% 826

Other funds holding AWP

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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

B. Riley Wealth Management's AWP Position: Q3 2015 in Review

B. Riley Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2015, closing a stake of 348 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in AWP in Q1 2014 and held it in 6 quarters. The position peaked at $7K in Q1 2015. 69 funds tracked by Wall St. Rank hold AWP as of Q3 2015.

  • B. Riley Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 348 abrdn Global Premier Properties Fund shares in Q3 2015, an estimated $6K.
  • B. Riley Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's abrdn Global Premier Properties Fund position peaked at $7K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.