B. Riley Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

B. Riley Wealth Advisors’s Portfolio TBF Stock Details TBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-650	Closed	-$16	–	1825
2014 Q4	$16	Buy	+650	New	+$17.1K	﹤0.01%	2656
2014 Q3	–	Sell	-647	Closed	-$18.6K	–	1746
2014 Q2	$18.6K	Buy	+647	New	+$19.1K	﹤0.01%	1498
2013 Q3	–	Sell	-3,429	Closed	-$108K	–	740
2013 Q2	$108K	Buy	+3,429	New	+$102K	0.04%	526

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2015, closing a stake of 650 shares — an estimated $16 sold.

B. Riley Wealth Advisors first reported a position in TBF in Q2 2013 and held it in 3 quarters. The position peaked at $108K in Q2 2013. 82 funds tracked by Wall St. Rank hold TBF as of Q1 2015.

B. Riley Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 650 ProShares Short 20+ Year Treasury ETF shares in Q1 2015, an estimated $16.
B. Riley Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $108K in Q2 2013.
82 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2015.

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