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B. Riley Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

B. Riley Wealth Management’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-80
Closed -$151K – 1093
2014
Q3 		$151K Buy
+80
New +$168K 0.11% 232

Other funds holding UCO

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Deutsche Bank
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
THCM
Tipp Hill Capital Management New York $513 AUM 8.84% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

B. Riley Wealth Management's UCO Position: Q4 2014 in Review

B. Riley Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q4 2014, closing a stake of 80 shares — an estimated $151K sold.

B. Riley Wealth Management first reported a position in UCO in Q3 2014 and held it in 1 quarter. The position peaked at $151K in Q3 2014. 32 funds tracked by Wall St. Rank hold UCO as of Q4 2014.

  • B. Riley Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 80 ProShares Ultra Bloomberg Crude Oil shares in Q4 2014, an estimated $151K.
  • B. Riley Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $151K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.