B. Riley Wealth Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,981	Closed	-$254K	–	673
2016 Q3	$254K	Sell	3,981 -63	-2%	-$4.02K	0.05%	459
2016 Q2	$226K	Sell	4,044 -69	-2%	-$3.86K	0.05%	503
2016 Q1	$226K	Buy	+4,113	New	+$226K	0.05%	438
2015 Q4	–	Sell	-4,270	Closed	-$208K	–	643
2015 Q3	$208K	Buy	+4,270	New	+$208K	0.05%	472
2015 Q1	–	Sell	-3,325	Closed	-$167	–	2779
2014 Q4	$167	Buy	+3,325	New	+$167	﹤0.01%	1467
2014 Q3	–	Sell	-3,151	Closed	-$148K	–	2587
2014 Q2	$148K	Buy	3,151 +744	+31%	+$34.9K	0.03%	567
2014 Q1	$109K	Buy	+2,407	New	+$109K	0.03%	594

Other funds holding XLKS

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2016, closing a stake of 3,981 shares — an estimated $254K sold.

B. Riley Wealth Advisors first reported a position in XLKS in Q1 2014 and held it in 7 quarters. The position peaked at $254K in Q3 2016. 72 funds tracked by Wall St. Rank hold XLKS as of Q4 2016.

B. Riley Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,981 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2016, an estimated $254K.
B. Riley Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q1 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $254K in Q3 2016.
72 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2016.

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