B. Riley Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

B. Riley Wealth Advisors’s Portfolio KBWP Stock Details KBWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,018	Closed	-$477K	–	693
2017 Q4	$477K	Buy	8,018 +932	+13%	+$55.5K	0.06%	324
2017 Q3	$411K	Buy	7,086 +1,825	+35%	+$107K	0.07%	303
2017 Q2	$306K	Buy	+5,261	New	+$300K	0.06%	358
2015 Q1	–	Sell	-80	Closed	-$3	–	1316
2014 Q4	$3	Buy	+80	New	+$3.3K	﹤0.01%	3309
2014 Q3	–	Sell	-80	Closed	-$3.14K	–	1308
2014 Q2	$3.14K	Buy	+80	New	+$3.08K	﹤0.01%	2155

Other funds holding KBWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFBTD

MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's KBWP Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2018, closing a stake of 8,018 shares — an estimated $477K sold.

B. Riley Wealth Advisors first reported a position in KBWP in Q2 2014 and held it in 5 quarters. The position peaked at $477K in Q4 2017. 31 funds tracked by Wall St. Rank hold KBWP as of Q1 2018.

B. Riley Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,018 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2018, an estimated $477K.
B. Riley Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $477K in Q4 2017.
31 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.