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B. Riley Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

B. Riley Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-38
Closed -$1K – 412
2015
Q2 		$1K Hold
38
– – ﹤0.01% 984
2015
Q1 		$1K Buy
+38
New +$1.58K ﹤0.01% 994

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's IAI Position: Q3 2015 in Review

B. Riley Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2015, closing a stake of 38 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in IAI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 50 funds tracked by Wall St. Rank hold IAI as of Q3 2015.

  • B. Riley Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 38 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.