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B. Riley Wealth Advisors’s ProShares Ultra Real Estate URE Stock Holding History

B. Riley Wealth Advisors’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-36
Closed -$2 – 1910
2014
Q4 		$2 Buy
+36
New +$1.78K ﹤0.01% 3441
2014
Q3 		– Sell
-36
Closed -$1.62K – 1820
2014
Q2 		$1.62K Buy
+36
New +$1.54K ﹤0.01% 2251

Other funds holding URE

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CT
CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of ProShares Ultra Real Estate (URE) in Q1 2015, closing a stake of 36 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in URE in Q2 2014 and held it in 2 quarters. The position peaked at $1.62K in Q2 2014. 27 funds tracked by Wall St. Rank hold URE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ProShares Ultra Real Estate position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 36 ProShares Ultra Real Estate shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in ProShares Ultra Real Estate in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ProShares Ultra Real Estate position peaked at $1.62K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2015.

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