BRWM
IPN

B. Riley Wealth Management’s SPDR S&P International Industrial Sector IPN Stock Holding History

B. Riley Wealth Management’s Portfolio IPN Stock Details IPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-90
Closed -$2K – 1135
2014
Q4 		$2K Hold
90
– – ﹤0.01% 960
2014
Q3 		$2K Hold
90
– – ﹤0.01% 1009
2014
Q2 		$2K Buy
+90
New +$2.89K ﹤0.01% 1056

Other funds holding IPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $281M AUM 20.9% 1-Year Est. Return

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

B. Riley Wealth Management sold out of SPDR S&P International Industrial Sector (IPN) in Q1 2015, closing a stake of 90 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in IPN in Q2 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2014. 12 funds tracked by Wall St. Rank hold IPN as of Q1 2015.

  • B. Riley Wealth Management reported no remaining SPDR S&P International Industrial Sector position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 90 SPDR S&P International Industrial Sector shares in Q1 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in SPDR S&P International Industrial Sector in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's SPDR S&P International Industrial Sector position peaked at $2K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held SPDR S&P International Industrial Sector as of Q1 2015.

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