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B. Riley Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

B. Riley Wealth Management’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-900
Closed -$25K – 1161
2014
Q2 		$25K Hold
900
– – 0.02% 605
2014
Q1 		$27K Buy
+900
New +$28.1K 0.02% 574

Other funds holding TBF

Morgan Stanley
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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
COPM
Charter Oak Partners Management Westport, Connecticut $133M AUM 11.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

B. Riley Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2014, closing a stake of 900 shares — an estimated $25K sold.

B. Riley Wealth Management first reported a position in TBF in Q1 2014 and held it in 2 quarters. The position peaked at $27K in Q1 2014. 98 funds tracked by Wall St. Rank hold TBF as of Q3 2014.

  • B. Riley Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 900 ProShares Short 20+ Year Treasury ETF shares in Q3 2014, an estimated $25K.
  • B. Riley Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $27K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2014.

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