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B. Riley Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

B. Riley Wealth Advisors’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,169
Closed -$48K – 1002
2014
Q4 		$48K Buy
+2,169
New +$49.4K ﹤0.01% 2115
2014
Q3 		– Sell
-2,326
Closed -$57.4K – 1021
2014
Q2 		$57.4K Buy
+2,326
New +$59.7K 0.01% 975

Other funds holding EUFN

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
LOT
Lombard Odier Transatlantic Montreal, Quebec, Canada $105M AUM 10.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2015, closing a stake of 2,169 shares — an estimated $48K sold.

B. Riley Wealth Advisors first reported a position in EUFN in Q2 2014 and held it in 2 quarters. The position peaked at $57.4K in Q2 2014. 56 funds tracked by Wall St. Rank hold EUFN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,169 iShares MSCI Europe Financials ETF shares in Q1 2015, an estimated $48K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $57.4K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2015.

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