BRWA
IELG

B. Riley Wealth Advisors’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History

B. Riley Wealth Advisors’s Portfolio IELG Stock Details IELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-380
Closed -$11.6K – 2326
2014
Q2 		$11.6K Buy
+380
New +$11.3K ﹤0.01% 1723

Other funds holding IELG

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of ISHARES ENHANCED U.S. LARGE CAP ETF (IELG) in Q3 2014, closing a stake of 380 shares — an estimated $11.6K sold.

B. Riley Wealth Advisors first reported a position in IELG in Q2 2014 and held it in 1 quarter. The position peaked at $11.6K in Q2 2014. 12 funds tracked by Wall St. Rank hold IELG as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining ISHARES ENHANCED U.S. LARGE CAP ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 380 ISHARES ENHANCED U.S. LARGE CAP ETF shares in Q3 2014, an estimated $11.6K.
  • B. Riley Wealth Advisors first reported a position in ISHARES ENHANCED U.S. LARGE CAP ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ISHARES ENHANCED U.S. LARGE CAP ETF position peaked at $11.6K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. LARGE CAP ETF as of Q3 2014.

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