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B. Riley Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

B. Riley Wealth Advisors’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,669
Closed -$139K – 690
2013
Q2 		$139K Buy
+4,669
New +$152K 0.05% 455

Other funds holding EWD

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Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's EWD Position: Q3 2013 in Review

B. Riley Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2013, closing a stake of 4,669 shares — an estimated $139K sold.

B. Riley Wealth Advisors first reported a position in EWD in Q2 2013 and held it in 1 quarter. The position peaked at $139K in Q2 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q3 2013.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2013 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,669 iShares MSCI Sweden ETF shares in Q3 2013, an estimated $139K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares MSCI Sweden ETF position peaked at $139K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2013.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2013, filed 21 Oct 2013.