BRWM
IPD

B. Riley Wealth Management’s SPDR S&P International Consumer Discretionary Sector IPD Stock Holding History

B. Riley Wealth Management’s Portfolio IPD Stock Details IPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-70
Closed -$2K – 1136
2014
Q4 		$2K Hold
70
– – ﹤0.01% 961
2014
Q3 		$2K Hold
70
– – ﹤0.01% 1010
2014
Q2 		$2K Buy
+70
New +$2.75K ﹤0.01% 1057

Other funds holding IPD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $281M AUM 20.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

B. Riley Wealth Management's IPD Position: Q1 2015 in Review

B. Riley Wealth Management sold out of SPDR S&P International Consumer Discretionary Sector (IPD) in Q1 2015, closing a stake of 70 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in IPD in Q2 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2014. 10 funds tracked by Wall St. Rank hold IPD as of Q1 2015.

  • B. Riley Wealth Management reported no remaining SPDR S&P International Consumer Discretionary Sector position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 70 SPDR S&P International Consumer Discretionary Sector shares in Q1 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in SPDR S&P International Consumer Discretionary Sector in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's SPDR S&P International Consumer Discretionary Sector position peaked at $2K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held SPDR S&P International Consumer Discretionary Sector as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.