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B. Riley Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

B. Riley Wealth Management’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-455
Closed -$16K – 1090
2014
Q2 		$16K Hold
455
– – 0.01% 712
2014
Q1 		$17K Buy
+455
New +$16.2K 0.01% 657

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Xponance
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

B. Riley Wealth Management's EWD Position: Q3 2014 in Review

B. Riley Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2014, closing a stake of 455 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in EWD in Q1 2014 and held it in 2 quarters. The position peaked at $17K in Q1 2014. 67 funds tracked by Wall St. Rank hold EWD as of Q3 2014.

  • B. Riley Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 455 iShares MSCI Sweden ETF shares in Q3 2014, an estimated $16K.
  • B. Riley Wealth Management first reported a position in iShares MSCI Sweden ETF in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares MSCI Sweden ETF position peaked at $17K in Q1 2014.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.