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B. Riley Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

B. Riley Wealth Management’s Portfolio CQQQ Stock Details CQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,404
Closed -$434K – 1107
2014
Q1 		$434K Buy
+12,404
New +$449K 0.32% 73

Other funds holding CQQQ

BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPCA
Bank Pictet & Cie (Asia) Singapore $1.57B AUM 25.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
SC
Sumit Capital New York $16.6M AUM 9.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

B. Riley Wealth Management's CQQQ Position: Q2 2014 in Review

B. Riley Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q2 2014, closing a stake of 12,404 shares — an estimated $434K sold.

B. Riley Wealth Management first reported a position in CQQQ in Q1 2014 and held it in 1 quarter. The position peaked at $434K in Q1 2014. 17 funds tracked by Wall St. Rank hold CQQQ as of Q2 2014.

  • B. Riley Wealth Management reported no remaining Invesco China Technology ETF position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 12,404 Invesco China Technology ETF shares in Q2 2014, an estimated $434K.
  • B. Riley Wealth Management first reported a position in Invesco China Technology ETF in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Invesco China Technology ETF position peaked at $434K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.