BRWA
IPW

B. Riley Wealth Advisors’s SPDR S&P International Energy Sector IPW Stock Holding History

B. Riley Wealth Advisors’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$4 – 2803
2014
Q4 		$4 Buy
+200
New +$4.51K ﹤0.01% 3279
2014
Q3 		– Sell
-200
Closed -$5.91K – 2615
2014
Q2 		$5.91K Buy
+200
New +$5.69K ﹤0.01% 1984

Other funds holding IPW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of SPDR S&P International Energy Sector (IPW) in Q1 2015, closing a stake of 200 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in IPW in Q2 2014 and held it in 2 quarters. The position peaked at $5.91K in Q2 2014. 18 funds tracked by Wall St. Rank hold IPW as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining SPDR S&P International Energy Sector position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 200 SPDR S&P International Energy Sector shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in SPDR S&P International Energy Sector in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's SPDR S&P International Energy Sector position peaked at $5.91K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q1 2015.

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