BRWM
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B. Riley Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

B. Riley Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$363K Hold
5,850
– – 0.54% 66
2015
Q4 		$363K Hold
5,850
– – 0.46% 71
2015
Q3 		$380K Buy
+5,850
New +$355K 0.54% 64

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BC
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

B. Riley Wealth Management's RWM Position: Q1 2016 in Review

B. Riley Wealth Management held its ProShares Short Russell2000 (RWM) position steady in Q1 2016 at 5,850 shares worth $363K. The position accounts for 0.54% of the portfolio, ranked #66.

B. Riley Wealth Management first reported a position in RWM in Q3 2015 and has held it in 3 quarters since. The position peaked at $380K in Q3 2015. 56 funds tracked by Wall St. Rank hold RWM as of Q1 2016.

  • B. Riley Wealth Management held 5,850 shares of ProShares Short Russell2000 worth $363K as of Q1 2016.
  • B. Riley Wealth Management left its ProShares Short Russell2000 share count unchanged in Q1 2016.
  • ProShares Short Russell2000 made up 0.54% of B. Riley Wealth Management's portfolio in Q1 2016, its #66 holding.
  • B. Riley Wealth Management first reported a position in ProShares Short Russell2000 in Q3 2015 and has held it in 3 quarters since.
  • B. Riley Wealth Management's ProShares Short Russell2000 position peaked at $380K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.