BRWA
WREI

B. Riley Wealth Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History

B. Riley Wealth Advisors’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-840
Closed -$39 – 2340
2014
Q4 		$39 Buy
+840
New +$36.8K ﹤0.01% 2229
2014
Q3 		– Sell
-840
Closed -$34.7K – 2183
2014
Q2 		$34.7K Buy
+840
New +$34.2K 0.01% 1185

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2015, closing a stake of 840 shares — an estimated $39 sold.

B. Riley Wealth Advisors first reported a position in WREI in Q2 2014 and held it in 2 quarters. The position peaked at $34.7K in Q2 2014. 13 funds tracked by Wall St. Rank hold WREI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 840 Invesco Wilshire US REIT ETF shares in Q1 2015, an estimated $39.
  • B. Riley Wealth Advisors first reported a position in Invesco Wilshire US REIT ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Wilshire US REIT ETF position peaked at $34.7K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2015.

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