BRWM
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B. Riley Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

B. Riley Wealth Management’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$50K – 1165
2014
Q1 		$50K Buy
+1,000
New +$48.4K 0.04% 441

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

B. Riley Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2014, closing a stake of 1,000 shares — an estimated $50K sold.

B. Riley Wealth Management first reported a position in SURE in Q1 2014 and held it in 1 quarter. The position peaked at $50K in Q1 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q2 2014.

  • B. Riley Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 AdvisorShares Insider Advantage ETF shares in Q2 2014, an estimated $50K.
  • B. Riley Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $50K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2014.

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