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B. Riley Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

B. Riley Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-34
Closed -$4K – 724
2015
Q2 		$4K Hold
34
– – ﹤0.01% 895
2015
Q1 		$4K Hold
34
– – ﹤0.01% 897
2014
Q4 		$4K Hold
34
– – ﹤0.01% 885
2014
Q3 		$3K Hold
34
– – ﹤0.01% 962
2014
Q2 		$3K Hold
34
– – ﹤0.01% 1004
2014
Q1 		$4K Buy
+34
New +$3.66K ﹤0.01% 921

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2015, closing a stake of 34 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in VDC in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 152 funds tracked by Wall St. Rank hold VDC as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 34 Vanguard Consumer Staples ETF shares in Q3 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Vanguard Consumer Staples ETF position peaked at $4K in Q2 2015.
  • 152 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2015.

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