BRWM
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B. Riley Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

B. Riley Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6
Closed -$16K – 1162
2014
Q1 		$16K Buy
+6
New +$17.9K 0.01% 675

Other funds holding SDS

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
BCM
Brightfield Capital Management New York $31.2M AUM 3.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return

B. Riley Wealth Management's SDS Position: Q2 2014 in Review

B. Riley Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q2 2014, closing a stake of 6 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in SDS in Q1 2014 and held it in 1 quarter. The position peaked at $16K in Q1 2014. 87 funds tracked by Wall St. Rank hold SDS as of Q2 2014.

  • B. Riley Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 6 ProShares UltraShort S&P500 shares in Q2 2014, an estimated $16K.
  • B. Riley Wealth Management first reported a position in ProShares UltraShort S&P500 in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's ProShares UltraShort S&P500 position peaked at $16K in Q1 2014.
  • 87 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.