B. Riley Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-14,525	Closed	-$522K	–	594
2016 Q3	$522K	Sell	14,525 -52	-0.4%	-$1.93K	0.1%	251
2016 Q2	$516K	Sell	14,577 -127	-0.9%	-$4.24K	0.1%	245
2016 Q1	$479K	Sell	14,704 -821	-5%	-$24.1K	0.11%	231
2015 Q4	$473K	Sell	15,525 -1,431	-8%	-$44.3K	0.1%	264
2015 Q3	$505K	Buy	16,956 +2,581	+18%	+$79.6K	0.12%	231
2015 Q2	$448K	Buy	14,375 +2,040	+17%	+$68.1K	0.11%	232
2015 Q1	$443K	Buy	12,335 +1,325	+12%	+$47.9K	0.11%	251
2014 Q4	$385	Buy	11,010 +2,240	+26%	+$75.2K	0.01%	1018
2014 Q3	$270K	Sell	8,770 -4,720	-35%	-$155K	0.07%	393
2014 Q2	$226K	Buy	13,490 +7,170	+113%	+$232K	0.05%	409
2014 Q1	$198K	Buy	+6,320	New	+$194K	0.06%	391

Other funds holding KBWY

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

B. Riley Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2016, closing a stake of 14,525 shares — an estimated $522K sold.

B. Riley Wealth Advisors first reported a position in KBWY in Q1 2014 and held it in 11 quarters. The position peaked at $522K in Q3 2016. 38 funds tracked by Wall St. Rank hold KBWY as of Q4 2016.

B. Riley Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,525 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2016, an estimated $522K.
B. Riley Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2014 and held it in 11 quarters.
B. Riley Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $522K in Q3 2016.
38 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2016.

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