BRWM
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B. Riley Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

B. Riley Wealth Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$283K Sell
5,780
-344
-6% -$16K 0.42% 85
2015
Q4 		$294K Sell
6,124
-239
-4% -$11.5K 0.38% 96
2015
Q3 		$290K Buy
+6,363
New +$294K 0.41% 90

Other funds holding KBWP

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Management's KBWP Position: Q1 2016 in Review

B. Riley Wealth Management reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 5.6% in Q1 2016, selling an estimated $16K and leaving 5,780 shares worth $283K. The position accounts for 0.42% of the portfolio, ranked #85.

B. Riley Wealth Management first reported a position in KBWP in Q3 2015 and has held it in 3 quarters since. The position peaked at $294K in Q4 2015. 27 funds tracked by Wall St. Rank hold KBWP as of Q1 2016.

  • B. Riley Wealth Management held 5,780 shares of Invesco KBW Property & Casualty Insurance ETF worth $283K as of Q1 2016.
  • B. Riley Wealth Management sold 344 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2016, an estimated $16K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.42% of B. Riley Wealth Management's portfolio in Q1 2016, its #85 holding.
  • B. Riley Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2015 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $294K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.