BRWM
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B. Riley Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

B. Riley Wealth Management’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,240
Closed -$48K – 1171
2014
Q1 		$48K Buy
+2,240
New +$47.5K 0.04% 451

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PI
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VAM
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Goldman Sachs
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LTFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
ACM
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BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

B. Riley Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q2 2014, closing a stake of 2,240 shares — an estimated $48K sold.

B. Riley Wealth Management first reported a position in UWM in Q1 2014 and held it in 1 quarter. The position peaked at $48K in Q1 2014. 56 funds tracked by Wall St. Rank hold UWM as of Q2 2014.

  • B. Riley Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,240 ProShares Ultra Russell2000 shares in Q2 2014, an estimated $48K.
  • B. Riley Wealth Management first reported a position in ProShares Ultra Russell2000 in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's ProShares Ultra Russell2000 position peaked at $48K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2014.

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