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B. Riley Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

B. Riley Wealth Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-594
Closed -$16K – 1640
2014
Q2 		$16K Buy
+594
New +$15.5K ﹤0.01% 1567

Other funds holding RSPD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 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 RSPD Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2014, closing a stake of 594 shares — an estimated $16K sold.

B. Riley Wealth Advisors first reported a position in RSPD in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 31 funds tracked by Wall St. Rank hold RSPD as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 594 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2014, an estimated $16K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $16K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.