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B. Riley Wealth Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

B. Riley Wealth Advisors’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20,000
Closed -$279K – 558
2016
Q3 		$279K Sell
20,000
-500
-2% -$6.94K 0.05% 423
2016
Q2 		$276K Buy
20,500
+1,250
+6% +$16.3K 0.06% 418
2016
Q1 		$248K Sell
19,250
-3,250
-14% -$37.8K 0.06% 403
2015
Q4 		$264K Sell
22,500
-100
-0.4% -$1.19K 0.05% 410
2015
Q3 		$263K Sell
22,600
-4,950
-18% -$60.9K 0.06% 395
2015
Q2 		$348K Sell
27,550
-2,500
-8% -$32.2K 0.09% 294
2015
Q1 		$384K Sell
30,050
-500
-2% -$6.36K 0.09% 289
2014
Q4 		$408 Hold
30,550
– – 0.01% 1001
2014
Q3 		$394K Sell
30,550
-30,550
-50% -$407K 0.1% 263
2014
Q2 		$419K Buy
61,100
+30,800
+102% +$408K 0.1% 226
2014
Q1 		$399K Buy
30,300
+500
+2% +$6.4K 0.12% 195
2013
Q4 		$390K Buy
29,800
+250
+0.8% +$3.21K 0.12% 184
2013
Q3 		$368K Sell
29,550
-750
-2% -$8.98K 0.13% 181
2013
Q2 		$340K Buy
+30,300
New +$342K 0.12% 202

Other funds holding EVX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's EVX Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of VanEck Environmental Services ETF (EVX) in Q4 2016, closing a stake of 20,000 shares — an estimated $279K sold.

B. Riley Wealth Advisors first reported a position in EVX in Q2 2013 and held it in 14 quarters. The position peaked at $419K in Q2 2014. 17 funds tracked by Wall St. Rank hold EVX as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining VanEck Environmental Services ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,000 VanEck Environmental Services ETF shares in Q4 2016, an estimated $279K.
  • B. Riley Wealth Advisors first reported a position in VanEck Environmental Services ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's VanEck Environmental Services ETF position peaked at $419K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.