BRWA
UCO icon

B. Riley Wealth Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

B. Riley Wealth Advisors’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2
Closed -$1 – 1896
2014
Q4 		$1 Buy
+2
New +$2.5K ﹤0.01% 3585

Other funds holding UCO

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2015, closing a stake of 2 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in UCO in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 46 funds tracked by Wall St. Rank hold UCO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2 ProShares Ultra Bloomberg Crude Oil shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $1 in Q4 2014.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2015.

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