BRWA
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B. Riley Wealth Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

B. Riley Wealth Advisors’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-22
Closed -$1 – 1157
2014
Q4 		$1 Buy
+22
New +$679 ﹤0.01% 3551

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2015, closing a stake of 22 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in GWX in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 87 funds tracked by Wall St. Rank hold GWX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22 State Street SPDR S&P International Small Cap ETF shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $1 in Q4 2014.
  • 87 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2015.

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