BRWM
PSI icon

B. Riley Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

B. Riley Wealth Management’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,125
Closed -$10K – 1065
2015
Q1 		$10K Buy
+1,125
New +$9.84K 0.01% 754

Other funds holding PSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Management's PSI Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2015, closing a stake of 1,125 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in PSI in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 30 funds tracked by Wall St. Rank hold PSI as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,125 Invesco Semiconductors ETF shares in Q2 2015, an estimated $10K.
  • B. Riley Wealth Management first reported a position in Invesco Semiconductors ETF in Q1 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Invesco Semiconductors ETF position peaked at $10K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.