B. Riley Wealth Advisors’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,658	Closed	-$371K	–	672
2016 Q3	$371K	Sell	5,658 -579	-9%	-$38K	0.07%	340
2016 Q2	$410K	Buy	6,237 +543	+10%	+$35.7K	0.08%	303
2016 Q1	$340K	Buy	5,694 +1,200	+27%	+$71.7K	0.08%	316
2015 Q4	$247K	Buy	+4,494	New	+$247K	0.05%	425
2015 Q1	–	Sell	-2,200	Closed	-$120	–	2778
2014 Q4	$120	Buy	+2,200	New	+$120	﹤0.01%	1621
2014 Q3	–	Sell	-1,260	Closed	-$63.7K	–	2586
2014 Q2	$63.7K	Buy	+1,260	New	+$63.7K	0.02%	918

Other funds holding XLPS

UCFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

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

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

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

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

B. Riley Wealth Advisors sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q4 2016, closing a stake of 5,658 shares — an estimated $371K sold.

B. Riley Wealth Advisors first reported a position in XLPS in Q2 2014 and held it in 6 quarters. The position peaked at $410K in Q2 2016. 29 funds tracked by Wall St. Rank hold XLPS as of Q4 2016.

B. Riley Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q4 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,658 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q4 2016, an estimated $371K.
B. Riley Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $410K in Q2 2016.
29 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q4 2016.

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