BRWM
SMF

B. Riley Wealth Management’s SALIENT MLP & ENERGY INFRASTRUCTURE FD SMF Stock Holding History

B. Riley Wealth Management’s Portfolio SMF Stock Details SMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,230
Closed -$208K – 1167
2014
Q3 		$208K Hold
6,230
– – 0.15% 183
2014
Q2 		$210K Hold
6,230
– – 0.14% 206
2014
Q1 		$185K Buy
+6,230
New +$179K 0.14% 212

B. Riley Wealth Management's SMF Position: Q4 2014 in Review

B. Riley Wealth Management sold out of SALIENT MLP & ENERGY INFRASTRUCTURE FD (SMF) in Q4 2014, closing a stake of 6,230 shares — an estimated $208K sold.

B. Riley Wealth Management first reported a position in SMF in Q1 2014 and held it in 3 quarters. The position peaked at $210K in Q2 2014. 0 funds tracked by Wall St. Rank hold SMF as of Q4 2014.

  • B. Riley Wealth Management reported no remaining SALIENT MLP & ENERGY INFRASTRUCTURE FD position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,230 SALIENT MLP & ENERGY INFRASTRUCTURE FD shares in Q4 2014, an estimated $208K.
  • B. Riley Wealth Management first reported a position in SALIENT MLP & ENERGY INFRASTRUCTURE FD in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's SALIENT MLP & ENERGY INFRASTRUCTURE FD position peaked at $210K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held SALIENT MLP & ENERGY INFRASTRUCTURE FD as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.