B. Riley Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

B. Riley Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-785	Closed	-$35K	–	627
2015 Q2	$35K	Hold	785	–	–	0.03%	494
2015 Q1	$39K	Hold	785	–	–	0.03%	453
2014 Q4	$37K	Hold	785	–	–	0.03%	448
2014 Q3	$34K	Hold	785	–	–	0.03%	491
2014 Q2	$36K	Hold	785	–	–	0.02%	533
2014 Q1	$34K	Buy	+785	New	+$33.4K	0.03%	523

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

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

B. Riley Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2015, closing a stake of 785 shares — an estimated $35K sold.

B. Riley Wealth Management first reported a position in RWO in Q1 2014 and held it in 6 quarters. The position peaked at $39K in Q1 2015. 156 funds tracked by Wall St. Rank hold RWO as of Q3 2015.

B. Riley Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 785 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2015, an estimated $35K.
B. Riley Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $39K in Q1 2015.
156 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2015.

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