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B. Riley Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

B. Riley Wealth Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,070
Closed -$561K – 591
2016
Q3 		$561K Sell
9,070
-650
-7% -$40.8K 0.11% 226
2016
Q2 		$615K Buy
9,720
+330
+4% +$20.5K 0.12% 211
2016
Q1 		$585K Sell
9,390
-880
-9% -$51.9K 0.14% 190
2015
Q4 		$595K Sell
10,270
-1,090
-10% -$64.5K 0.12% 207
2015
Q3 		$645K Sell
11,360
-1,450
-11% -$88.2K 0.15% 180
2015
Q2 		$797K Sell
12,810
-740
-5% -$47.2K 0.2% 140
2015
Q1 		$831K Buy
13,550
+20
+0.1% +$1.24K 0.2% 134
2014
Q4 		$813K Buy
13,530
+80
+0.6% +$4.99K 0.02% 796
2014
Q3 		$846K Sell
13,450
-11,730
-47% -$749K 0.22% 118
2014
Q2 		$801K Buy
25,180
+13,100
+108% +$891K 0.19% 116
2014
Q1 		$808K Sell
12,080
-100
-0.8% -$6.61K 0.24% 101
2013
Q4 		$832K Buy
12,180
+70
+0.6% +$4.71K 0.27% 88
2013
Q3 		$777K Buy
12,110
+20
+0.2% +$1.23K 0.27% 86
2013
Q2 		$718K Buy
+12,090
New +$747K 0.24% 94

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

B. Riley Wealth Advisors's IXP Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2016, closing a stake of 9,070 shares — an estimated $561K sold.

B. Riley Wealth Advisors first reported a position in IXP in Q2 2013 and held it in 14 quarters. The position peaked at $846K in Q3 2014. 77 funds tracked by Wall St. Rank hold IXP as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,070 iShares Global Comm Services ETF shares in Q4 2016, an estimated $561K.
  • B. Riley Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's iShares Global Comm Services ETF position peaked at $846K in Q3 2014.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.