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B. Riley Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-204
Closed -$9K – 847
2014
Q4 		$9K Buy
+204
New +$9.17K ﹤0.01% 2917
2014
Q3 		– Sell
-3,054
Closed -$141K – 887
2014
Q2 		$141K Hold
3,054
– – 0.03% 586
2014
Q1 		$139K Buy
+3,054
New +$137K 0.04% 518

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

B. Riley Wealth Advisors's CSD Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2015, closing a stake of 204 shares — an estimated $9K sold.

B. Riley Wealth Advisors first reported a position in CSD in Q1 2014 and held it in 3 quarters. The position peaked at $141K in Q2 2014. 84 funds tracked by Wall St. Rank hold CSD as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 204 Invesco S&P Spin-Off ETF shares in Q1 2015, an estimated $9K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco S&P Spin-Off ETF position peaked at $141K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.