BRWA
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B. Riley Wealth Advisors’s Invesco Food & Beverage ETF PBJ Stock Holding History

B. Riley Wealth Advisors’s Portfolio PBJ Stock Details PBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-87
Closed -$3 – 1556
2014
Q4 		$3 Buy
+87
New +$2.58K ﹤0.01% 3318

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ACM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2015, closing a stake of 87 shares — an estimated $3 sold.

B. Riley Wealth Advisors first reported a position in PBJ in Q4 2014 and held it in 1 quarter. The position peaked at $3 in Q4 2014. 36 funds tracked by Wall St. Rank hold PBJ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Food & Beverage ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 87 Invesco Food & Beverage ETF shares in Q1 2015, an estimated $3.
  • B. Riley Wealth Advisors first reported a position in Invesco Food & Beverage ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco Food & Beverage ETF position peaked at $3 in Q4 2014.
  • 36 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2015.

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