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B. Riley Wealth Advisors’s United States 12 Month Oil Fund, USL Stock Holding History

B. Riley Wealth Advisors’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$13K – 1914
2014
Q4 		$13K Buy
+500
New +$17.3K ﹤0.01% 2748
2014
Q3 		– Sell
-500
Closed -$23.6K – 1825
2014
Q2 		$23.6K Buy
+500
New +$22.6K 0.01% 1398

Other funds holding USL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of United States 12 Month Oil Fund, (USL) in Q1 2015, closing a stake of 500 shares — an estimated $13K sold.

B. Riley Wealth Advisors first reported a position in USL in Q2 2014 and held it in 2 quarters. The position peaked at $23.6K in Q2 2014. 21 funds tracked by Wall St. Rank hold USL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining United States 12 Month Oil Fund, position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 United States 12 Month Oil Fund, shares in Q1 2015, an estimated $13K.
  • B. Riley Wealth Advisors first reported a position in United States 12 Month Oil Fund, in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's United States 12 Month Oil Fund, position peaked at $23.6K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2015.

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