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B. Riley Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

B. Riley Wealth Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,539
Closed -$42K – 453
2015
Q2 		$42K Hold
1,539
– – 0.03% 450
2015
Q1 		$43K Buy
1,539
+539
+54% +$14.4K 0.03% 431
2014
Q4 		$25K Hold
1,000
– – 0.02% 535
2014
Q3 		$22K Hold
1,000
– – 0.02% 580
2014
Q2 		$24K Sell
1,000
-600
-38% -$14.3K 0.02% 614
2014
Q1 		$39K Buy
+1,600
New +$39.6K 0.03% 491

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

B. Riley Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2015, closing a stake of 1,539 shares — an estimated $42K sold.

B. Riley Wealth Management first reported a position in ITB in Q1 2014 and held it in 6 quarters. The position peaked at $43K in Q1 2015. 160 funds tracked by Wall St. Rank hold ITB as of Q3 2015.

  • B. Riley Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,539 iShares US Home Construction ETF shares in Q3 2015, an estimated $42K.
  • B. Riley Wealth Management first reported a position in iShares US Home Construction ETF in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's iShares US Home Construction ETF position peaked at $43K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2015.

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