BRWA
STPP

B. Riley Wealth Advisors’s iPath US Treasury Steepener ETN STPP Stock Holding History

B. Riley Wealth Advisors’s Portfolio STPP Stock Details STPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-345
Closed -$12.8K – 2106
2014
Q2 		$12.8K Sell
345
-18,425
-98% -$707K ﹤0.01% 1673
2014
Q1 		$740K Sell
18,770
-20,769
-53% -$821K 0.22% 114
2013
Q4 		$1.66M Buy
39,539
+3,227
+9% +$129K 0.53% 34
2013
Q3 		$1.43M Buy
+36,312
New +$1.47M 0.49% 38

Other funds holding STPP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iPath US Treasury Steepener ETN (STPP) in Q3 2014, closing a stake of 345 shares — an estimated $12.8K sold.

B. Riley Wealth Advisors first reported a position in STPP in Q3 2013 and held it in 4 quarters. The position peaked at $1.66M in Q4 2013. 7 funds tracked by Wall St. Rank hold STPP as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining iPath US Treasury Steepener ETN position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 345 iPath US Treasury Steepener ETN shares in Q3 2014, an estimated $12.8K.
  • B. Riley Wealth Advisors first reported a position in iPath US Treasury Steepener ETN in Q3 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's iPath US Treasury Steepener ETN position peaked at $1.66M in Q4 2013.
  • 7 funds tracked by Wall St. Rank held iPath US Treasury Steepener ETN as of Q3 2014.

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