BRWM
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B. Riley Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

B. Riley Wealth Management’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,200
Closed -$27K – 485
2015
Q2 		$27K Sell
1,200
-150
-11% -$3.42K 0.02% 549
2015
Q1 		$30K Hold
1,350
– – 0.02% 519
2014
Q4 		$30K Sell
1,350
-150
-10% -$3.25K 0.02% 488
2014
Q3 		$31K Hold
1,500
– – 0.02% 511
2014
Q2 		$32K Buy
1,500
+900
+150% +$18.8K 0.02% 553
2014
Q1 		$12K Buy
+600
New +$12.2K 0.01% 728

Other funds holding KIE

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CI
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Bank of Montreal
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return