B. Riley Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

B. Riley Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,045	Closed	-$417K	–	375
2018 Q3	$417K	Buy	+11,045	New	+$408K	0.1%	168
2015 Q3	–	Sell	-333	Closed	-$11K	–	466
2015 Q2	$11K	Buy	333 +5	+2%	+$187	0.01%	722
2015 Q1	$11K	Hold	328	–	–	0.01%	735
2014 Q4	$12K	Buy	328 +4	+1%	+$159	0.01%	692
2014 Q3	$14K	Buy	324 +4	+1%	+$187	0.01%	694
2014 Q2	$15K	Hold	320	–	–	0.01%	731
2014 Q1	$14K	Buy	+320	New	+$13.5K	0.01%	700

Other funds holding IXC

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's IXC Position: Q4 2018 in Review

B. Riley Wealth Management sold out of iShares Global Energy ETF (IXC) in Q4 2018, closing a stake of 11,045 shares — an estimated $417K sold.

B. Riley Wealth Management first reported a position in IXC in Q1 2014 and held it in 7 quarters. The position peaked at $417K in Q3 2018. 145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

B. Riley Wealth Management reported no remaining iShares Global Energy ETF position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Management sold 11,045 iShares Global Energy ETF shares in Q4 2018, an estimated $417K.
B. Riley Wealth Management first reported a position in iShares Global Energy ETF in Q1 2014 and held it in 7 quarters.
B. Riley Wealth Management's iShares Global Energy ETF position peaked at $417K in Q3 2018.
145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.