BRWM
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B. Riley Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

B. Riley Wealth Management’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,878
Closed -$645K – 1152
2014
Q1 		$645K Buy
+18,878
New +$640K 0.48% 35

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Bank of America
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U
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

B. Riley Wealth Management's PEJ Position: Q2 2014 in Review

B. Riley Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2014, closing a stake of 18,878 shares — an estimated $645K sold.

B. Riley Wealth Management first reported a position in PEJ in Q1 2014 and held it in 1 quarter. The position peaked at $645K in Q1 2014. 41 funds tracked by Wall St. Rank hold PEJ as of Q2 2014.

  • B. Riley Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 18,878 Invesco Leisure and Entertainment ETF shares in Q2 2014, an estimated $645K.
  • B. Riley Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $645K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.