B. Riley Wealth Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-260
Closed -$39 1629
2014
Q4
$39 Buy
+260
New +$44.2K ﹤0.01% 2225
2014
Q3
Sell
-171
Closed -$46.5K 1580
2014
Q2
$46.5K Buy
+171
New +$44.1K 0.01% 1063

Other funds holding PSCE

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

B. Riley Wealth Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2015, closing a stake of 260 shares — an estimated $39 sold.

B. Riley Wealth Advisors first reported a position in PSCE in Q2 2014 and held it in 2 quarters. The position peaked at $46.5K in Q2 2014. 20 funds tracked by Wall St. Rank hold PSCE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 260 Invesco S&P SmallCap Energy ETF shares in Q1 2015, an estimated $39.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco S&P SmallCap Energy ETF position peaked at $46.5K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2015.

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