BRWA
WHZ

B. Riley Wealth Advisors’s WHITING USA TR II TR UNIT (DE) WHZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio WHZ Stock Details WHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,010
Closed -$6 – 2578
2014
Q4 		$6 Buy
+1,010
New +$9.84K ﹤0.01% 3125

Other funds holding WHZ

AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of WHITING USA TR II TR UNIT (DE) (WHZ) in Q1 2015, closing a stake of 1,010 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in WHZ in Q4 2014 and held it in 1 quarter. The position peaked at $6 in Q4 2014. 18 funds tracked by Wall St. Rank hold WHZ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining WHITING USA TR II TR UNIT (DE) position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,010 WHITING USA TR II TR UNIT (DE) shares in Q1 2015, an estimated $6.
  • B. Riley Wealth Advisors first reported a position in WHITING USA TR II TR UNIT (DE) in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's WHITING USA TR II TR UNIT (DE) position peaked at $6 in Q4 2014.
  • 18 funds tracked by Wall St. Rank held WHITING USA TR II TR UNIT (DE) as of Q1 2015.

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