BRWA
GREK

B. Riley Wealth Advisors’s Global X MSCI Greece ETF GREK Stock Holding History

B. Riley Wealth Advisors’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17,823
Closed -$541K – 561
2017
Q2 		$541K Buy
+17,823
New +$490K 0.1% 237

Other funds holding GREK

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's GREK Position: Q3 2017 in Review

B. Riley Wealth Advisors sold out of Global X MSCI Greece ETF (GREK) in Q3 2017, closing a stake of 17,823 shares — an estimated $541K sold.

B. Riley Wealth Advisors first reported a position in GREK in Q2 2017 and held it in 1 quarter. The position peaked at $541K in Q2 2017. 63 funds tracked by Wall St. Rank hold GREK as of Q3 2017.

  • B. Riley Wealth Advisors reported no remaining Global X MSCI Greece ETF position as of Q3 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,823 Global X MSCI Greece ETF shares in Q3 2017, an estimated $541K.
  • B. Riley Wealth Advisors first reported a position in Global X MSCI Greece ETF in Q2 2017 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Global X MSCI Greece ETF position peaked at $541K in Q2 2017.
  • 63 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q3 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.