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B. Riley Wealth Advisors’s US Commodity Index USCI Stock Holding History

B. Riley Wealth Advisors’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,750
Closed -$106K – 1823
2014
Q2 		$106K Buy
+1,750
New +$105K 0.02% 692

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of US Commodity Index (USCI) in Q3 2014, closing a stake of 1,750 shares — an estimated $106K sold.

B. Riley Wealth Advisors first reported a position in USCI in Q2 2014 and held it in 1 quarter. The position peaked at $106K in Q2 2014. 48 funds tracked by Wall St. Rank hold USCI as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining US Commodity Index position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,750 US Commodity Index shares in Q3 2014, an estimated $106K.
  • B. Riley Wealth Advisors first reported a position in US Commodity Index in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's US Commodity Index position peaked at $106K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2014.

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