BRWM
BNY

B. Riley Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

B. Riley Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-764
Closed -$10K – 1071
2014
Q2 		$10K Buy
+764
New +$10.6K 0.01% 811

Other funds holding BNY

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

B. Riley Wealth Management's BNY Position: Q3 2014 in Review

B. Riley Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2014, closing a stake of 764 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in BNY in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 19 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

  • B. Riley Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 764 BlackRock New York Municipal Income Trust shares in Q3 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's BlackRock New York Municipal Income Trust position peaked at $10K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.