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B. Riley Wealth Management’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

B. Riley Wealth Management’s Portfolio PST Stock Details PST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,305
Closed -$62K – 1142
2014
Q2 		$62K Buy
2,305
+200
+10% +$5.53K 0.04% 428
2014
Q1 		$60K Buy
+2,105
New +$60.6K 0.04% 410

Other funds holding PST

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Management's PST Position: Q3 2014 in Review

B. Riley Wealth Management sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q3 2014, closing a stake of 2,305 shares — an estimated $62K sold.

B. Riley Wealth Management first reported a position in PST in Q1 2014 and held it in 2 quarters. The position peaked at $62K in Q2 2014. 24 funds tracked by Wall St. Rank hold PST as of Q3 2014.

  • B. Riley Wealth Management reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,305 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q3 2014, an estimated $62K.
  • B. Riley Wealth Management first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $62K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.