B. Riley Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$200K	Buy	+3,885	New	+$202K	0.3%	117
2015 Q3	–	Sell	-210	Closed	-$17K	–	766
2015 Q2	$17K	Sell	210 -150	-42%	-$11.7K	0.01%	644
2015 Q1	$27K	Hold	360	–	–	0.02%	536
2014 Q4	$22K	Buy	360 +150	+71%	+$8.55K	0.02%	573
2014 Q3	$10K	Hold	210	–	–	0.01%	778
2014 Q2	$10K	Hold	210	–	–	0.01%	826
2014 Q1	$10K	Buy	+210	New	+$10.8K	0.01%	764

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's XBI Position: Q1 2016 in Review

B. Riley Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2016: 3,885 shares worth $200K. The stake represents 0.3% of the portfolio and ranks #117 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in XBI as recently as Q2 2015.

B. Riley Wealth Management first reported a position in XBI in Q1 2014 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold XBI as of Q1 2016.

B. Riley Wealth Management held 3,885 shares of State Street SPDR S&P Biotech ETF worth $200K as of Q1 2016.
State Street SPDR S&P Biotech ETF was a new B. Riley Wealth Management position in Q1 2016.
State Street SPDR S&P Biotech ETF made up 0.3% of B. Riley Wealth Management's portfolio in Q1 2016, its #117 holding.
B. Riley Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2014 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.