BRWM
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B. Riley Wealth Management’s Barclays BCS Stock Holding History

B. Riley Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,071
Closed -$16K – 197
2015
Q2 		$16K Sell
1,071
-5
-0.5% -$75 0.01% 648
2015
Q1 		$14K Buy
+1,076
New +$15.1K 0.01% 684

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BIP
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CI
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SI
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Northern Trust
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JP Morgan Chase
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