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

B. Riley Wealth Advisors’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
2015 Q1	–	Sell	-462	Closed	-$10	–	864
2014 Q4	$10	Buy	+462	New	+$10.5K	﹤0.01%	2859
2014 Q3	–	Sell	-462	Closed	-$11.4K	–	898
2014 Q2	$11.4K	Buy	+462	New	+$11.3K	﹤0.01%	1733

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2015, closing a stake of 462 shares — an estimated $10 sold.

B. Riley Wealth Advisors first reported a position in CWI in Q2 2014 and held it in 2 quarters. The position peaked at $11.4K in Q2 2014. 79 funds tracked by Wall St. Rank hold CWI as of Q1 2015.

B. Riley Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 462 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2015, an estimated $10.
B. Riley Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $11.4K in Q2 2014.
79 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2015.

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