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B. Riley Wealth Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

B. Riley Wealth Advisors’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-261
Closed -$4.75K – 1005
2014
Q2 		$4.75K Buy
+261
New +$4.62K ﹤0.01% 2062

Other funds holding EQL

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

B. Riley Wealth Advisors's EQL Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2014, closing a stake of 261 shares — an estimated $4.75K sold.

B. Riley Wealth Advisors first reported a position in EQL in Q2 2014 and held it in 1 quarter. The position peaked at $4.75K in Q2 2014. 17 funds tracked by Wall St. Rank hold EQL as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 261 ALPS Equal Sector Weight ETF shares in Q3 2014, an estimated $4.75K.
  • B. Riley Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ALPS Equal Sector Weight ETF position peaked at $4.75K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.