B. Riley Wealth Advisors’s iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 VXZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio VXZ Stock Details VXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-31	Closed	-$2	–	2347
2014 Q4	$2	Buy	+31	New	+$1.61K	﹤0.01%	3471
2014 Q3	–	Sell	-38	Closed	-$1.93K	–	2187
2014 Q2	$1.93K	Buy	+38	New	+$2.14K	﹤0.01%	2231
2013 Q3	–	Sell	-1,213	Closed	-$112K	–	766
2013 Q2	$112K	Buy	+1,213	New	+$103K	0.04%	515

Other funds holding VXZ

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFM

Mohican Financial Management Wilton, Connecticut $256M AUM 0% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) in Q1 2015, closing a stake of 31 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in VXZ in Q2 2013 and held it in 3 quarters. The position peaked at $112K in Q2 2013. 19 funds tracked by Wall St. Rank hold VXZ as of Q1 2015.

B. Riley Wealth Advisors reported no remaining iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 31 iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 shares in Q1 2015, an estimated $2.
B. Riley Wealth Advisors first reported a position in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 in Q2 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 position peaked at $112K in Q2 2013.
19 funds tracked by Wall St. Rank held iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 as of Q1 2015.

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