B. Riley Wealth Advisors’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,740	Closed	-$232K	–	674
2016 Q3	$232K	Sell	5,740 -160	-3%	-$6.47K	0.05%	495
2016 Q2	$206K	Buy	+5,900	New	+$206K	0.04%	525
2015 Q3	–	Sell	-6,021	Closed	-$238K	–	640
2015 Q2	$238K	Buy	6,021 +371	+7%	+$14.7K	0.06%	397
2015 Q1	$232K	Buy	5,650 +1,540	+37%	+$63.2K	0.06%	428
2014 Q4	$176	Buy	+4,110	New	+$176	﹤0.01%	1436
2014 Q3	–	Sell	-2,090	Closed	-$97.3K	–	2589
2014 Q2	$97.3K	Buy	+2,090	New	+$97.3K	0.02%	742

Other funds holding XLBS

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) in Q4 2016, closing a stake of 5,740 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in XLBS in Q2 2014 and held it in 6 quarters. The position peaked at $238K in Q2 2015. 29 funds tracked by Wall St. Rank hold XLBS as of Q4 2016.

B. Riley Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP MATERIALS PORT position as of Q4 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,740 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q4 2016, an estimated $232K.
B. Riley Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $238K in Q2 2015.
29 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q4 2016.

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