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B. Riley Wealth Advisors’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

B. Riley Wealth Advisors’s Portfolio EET Stock Details EET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,305
Closed -$223 – 949
2014
Q4 		$223 Hold
3,305
– – ﹤0.01% 1326
2014
Q3 		$245K Buy
+3,305
New +$279K 0.06% 436

Other funds holding EET

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's EET Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q1 2015, closing a stake of 3,305 shares — an estimated $223 sold.

B. Riley Wealth Advisors first reported a position in EET in Q3 2014 and held it in 2 quarters. The position peaked at $245K in Q3 2014. 13 funds tracked by Wall St. Rank hold EET as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,305 ProShares Ultra MSCI Emerging Markets shares in Q1 2015, an estimated $223.
  • B. Riley Wealth Advisors first reported a position in ProShares Ultra MSCI Emerging Markets in Q3 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ProShares Ultra MSCI Emerging Markets position peaked at $245K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.