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B. Riley Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

B. Riley Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-592
Closed -$21K – 473
2015
Q2 		$21K Hold
592
– – 0.02% 594
2015
Q1 		$23K Buy
+592
New +$23.7K 0.02% 573
2014
Q3 		– Sell
-92
Closed -$3K – 1115
2014
Q2 		$3K Hold
92
– – ﹤0.01% 996
2014
Q1 		$3K Buy
+92
New +$3.04K ﹤0.01% 964

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

B. Riley Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2015, closing a stake of 592 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in IYT in Q1 2014 and held it in 4 quarters. The position peaked at $23K in Q1 2015. 103 funds tracked by Wall St. Rank hold IYT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 592 iShares US Transportation ETF shares in Q3 2015, an estimated $21K.
  • B. Riley Wealth Management first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's iShares US Transportation ETF position peaked at $23K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2015.

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