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B. Riley Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

B. Riley Wealth Advisors’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,994
Closed -$463K – 651
2017
Q3 		$463K Buy
+9,994
New +$461K 0.08% 278

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's EPP Position: Q4 2017 in Review

B. Riley Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2017, closing a stake of 9,994 shares — an estimated $463K sold.

B. Riley Wealth Advisors first reported a position in EPP in Q3 2017 and held it in 1 quarter. The position peaked at $463K in Q3 2017. 242 funds tracked by Wall St. Rank hold EPP as of Q4 2017.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,994 iShares MSCI Pacific ex Japan ETF shares in Q4 2017, an estimated $463K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $463K in Q3 2017.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.