BRWM
VRD

B. Riley Wealth Management’s SPDR NUVEEN S&P VRDO MUN BD ETF VRD Stock Holding History

B. Riley Wealth Management’s Portfolio VRD Stock Details VRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,005
Closed -$90K – 1220
2014
Q1 		$90K Buy
+3,005
New +$90.1K 0.07% 334

Other funds holding VRD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Management sold out of SPDR NUVEEN S&P VRDO MUN BD ETF (VRD) in Q2 2014, closing a stake of 3,005 shares — an estimated $90K sold.

B. Riley Wealth Management first reported a position in VRD in Q1 2014 and held it in 1 quarter. The position peaked at $90K in Q1 2014. 8 funds tracked by Wall St. Rank hold VRD as of Q2 2014.

  • B. Riley Wealth Management reported no remaining SPDR NUVEEN S&P VRDO MUN BD ETF position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,005 SPDR NUVEEN S&P VRDO MUN BD ETF shares in Q2 2014, an estimated $90K.
  • B. Riley Wealth Management first reported a position in SPDR NUVEEN S&P VRDO MUN BD ETF in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's SPDR NUVEEN S&P VRDO MUN BD ETF position peaked at $90K in Q1 2014.
  • 8 funds tracked by Wall St. Rank held SPDR NUVEEN S&P VRDO MUN BD ETF as of Q2 2014.

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