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B. Riley Wealth Management’s ProShares Ultra Gold UGL Stock Holding History

B. Riley Wealth Management’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$1K – 1098
2014
Q4 		$1K Hold
200
– – ﹤0.01% 987
2014
Q3 		$2K Hold
200
– – ﹤0.01% 993
2014
Q2 		$2K Hold
200
– – ﹤0.01% 1041
2014
Q1 		$2K Buy
+200
New +$2.37K ﹤0.01% 1015

Other funds holding UGL

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KIA
King Investment Advisors Houston, Texas $9.35M AUM 0.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's UGL Position: Q1 2015 in Review

B. Riley Wealth Management sold out of ProShares Ultra Gold (UGL) in Q1 2015, closing a stake of 200 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in UGL in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 20 funds tracked by Wall St. Rank hold UGL as of Q1 2015.

  • B. Riley Wealth Management reported no remaining ProShares Ultra Gold position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 200 ProShares Ultra Gold shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in ProShares Ultra Gold in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's ProShares Ultra Gold position peaked at $2K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.