BRWA
UCI

B. Riley Wealth Advisors’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

B. Riley Wealth Advisors’s Portfolio UCI Stock Details UCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,250
Closed -$20 – 2228
2014
Q4 		$20 Buy
+1,250
New +$22.7K ﹤0.01% 2556
2014
Q3 		– Sell
-1,250
Closed -$27K – 2091
2014
Q2 		$27K Buy
+1,250
New +$26.8K 0.01% 1329

Other funds holding UCI

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q1 2015, closing a stake of 1,250 shares — an estimated $20 sold.

B. Riley Wealth Advisors first reported a position in UCI in Q2 2014 and held it in 2 quarters. The position peaked at $27K in Q2 2014. 16 funds tracked by Wall St. Rank hold UCI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,250 E-TRACS UBS Bloomberg CMCI ETN shares in Q1 2015, an estimated $20.
  • B. Riley Wealth Advisors first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's E-TRACS UBS Bloomberg CMCI ETN position peaked at $27K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q1 2015.

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