BRWM
INXX

B. Riley Wealth Management’s Columbia India Infrastructure ETF INXX Stock Holding History

B. Riley Wealth Management’s Portfolio INXX Stock Details INXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,775
Closed -$21K – 966
2015
Q2 		$21K Sell
1,775
-500
-22% -$6.4K 0.02% 599
2015
Q1 		$29K Sell
2,275
-391
-15% -$5.2K 0.02% 528
2014
Q4 		$33K Hold
2,666
– – 0.03% 477
2014
Q3 		$34K Hold
2,666
– – 0.03% 495
2014
Q2 		$39K Sell
2,666
-600
-18% -$7.87K 0.03% 518
2014
Q1 		$37K Buy
+3,266
New +$32.6K 0.03% 510

Other funds holding INXX

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Columbia India Infrastructure ETF (INXX) in Q3 2015, closing a stake of 1,775 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in INXX in Q1 2014 and held it in 6 quarters. The position peaked at $39K in Q2 2014. 23 funds tracked by Wall St. Rank hold INXX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Columbia India Infrastructure ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,775 Columbia India Infrastructure ETF shares in Q3 2015, an estimated $21K.
  • B. Riley Wealth Management first reported a position in Columbia India Infrastructure ETF in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Columbia India Infrastructure ETF position peaked at $39K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q3 2015.

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