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B. Riley Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

B. Riley Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-398
Closed -$21K – 648
2015
Q2 		$21K Hold
398
– – 0.02% 596
2015
Q1 		$21K Hold
398
– – 0.02% 600
2014
Q4 		$21K Hold
398
– – 0.02% 578
2014
Q3 		$20K Sell
398
-20
-5% -$1.07K 0.01% 603
2014
Q2 		$23K Hold
418
– – 0.01% 631
2014
Q1 		$23K Buy
+418
New +$22K 0.02% 604

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TH
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KF
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Wealth Enhancement Advisory Services
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return