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B. Riley Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

B. Riley Financial’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,325
Closed -$216K – 300
2017
Q4 		$216K Sell
8,325
-18,189
-69% -$467K 0.06% 271
2017
Q3 		$669K Buy
+26,514
New +$652K 0.18% 135

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Financial's CWI Position: Q1 2018 in Review

B. Riley Financial sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2018, closing a stake of 8,325 shares — an estimated $216K sold.

B. Riley Financial first reported a position in CWI in Q3 2017 and held it in 2 quarters. The position peaked at $669K in Q3 2017. 136 funds tracked by Wall St. Rank hold CWI as of Q1 2018.

  • B. Riley Financial reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2018 after selling out during the quarter.
  • B. Riley Financial sold 8,325 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2018, an estimated $216K.
  • B. Riley Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2017 and held it in 2 quarters.
  • B. Riley Financial's State Street SPDR MSCI ACWI ex-US ETF position peaked at $669K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2018.

Based on B. Riley Financial's 13F filing for Q1 2018, filed 4 May 2018.