BRWA
FM

B. Riley Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

B. Riley Wealth Advisors’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-63
Closed -$2.27K – 2509
2014
Q2 		$2.27K Buy
+63
New +$2.38K ﹤0.01% 2210

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2014, closing a stake of 63 shares — an estimated $2.27K sold.

B. Riley Wealth Advisors first reported a position in FM in Q2 2014 and held it in 1 quarter. The position peaked at $2.27K in Q2 2014. 107 funds tracked by Wall St. Rank hold FM as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 63 iShares Frontier and Select EM ETF shares in Q3 2014, an estimated $2.27K.
  • B. Riley Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $2.27K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2014.

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