BRWM
IPS

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

B. Riley Wealth Management’s Portfolio IPS Stock Details IPS 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 – 1177
2014
Q4 		$2K Hold
70
– – ﹤0.01% 970
2014
Q3 		$2K Hold
70
– – ﹤0.01% 1021
2014
Q2 		$2K Buy
+70
New +$2.9K ﹤0.01% 1065

Other funds holding IPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

B. Riley Wealth Management first reported a position in IPS in Q2 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2014. 17 funds tracked by Wall St. Rank hold IPS as of Q1 2015.

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

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