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B. Riley Wealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

B. Riley Wealth Advisors’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,490
Closed -$95.5K – 1648
2014
Q2 		$95.5K Sell
1,490
-79
-5% -$5.33K 0.02% 745
2014
Q1 		$104K Buy
1,569
+453
+41% +$30.4K 0.03% 603
2013
Q4 		$75K Sell
1,116
-103
-8% -$7.32K 0.02% 607
2013
Q3 		$90K Sell
1,219
-412
-25% -$31.6K 0.03% 569
2013
Q2 		$135K Buy
+1,631
New +$138K 0.05% 465

Other funds holding RWM

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

B. Riley Wealth Advisors's RWM Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q3 2014, closing a stake of 1,490 shares — an estimated $95.5K sold.

B. Riley Wealth Advisors first reported a position in RWM in Q2 2013 and held it in 5 quarters. The position peaked at $135K in Q2 2013. 61 funds tracked by Wall St. Rank hold RWM as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining ProShares Short Russell2000 position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,490 ProShares Short Russell2000 shares in Q3 2014, an estimated $95.5K.
  • B. Riley Wealth Advisors first reported a position in ProShares Short Russell2000 in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's ProShares Short Russell2000 position peaked at $135K in Q2 2013.
  • 61 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.