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B. Riley Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

B. Riley Wealth Management’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-600
Closed -$14K – 1101
2014
Q4 		$14K Hold
600
– – 0.01% 672
2014
Q3 		$12K Sell
600
-1,554
-72% -$33.3K 0.01% 732
2014
Q2 		$45K Hold
2,154
– – 0.03% 481
2014
Q1 		$44K Buy
+2,154
New +$41.9K 0.03% 464

Other funds holding UYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

B. Riley Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2015, closing a stake of 600 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in UYG in Q1 2014 and held it in 4 quarters. The position peaked at $45K in Q2 2014. 52 funds tracked by Wall St. Rank hold UYG as of Q1 2015.

  • B. Riley Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 ProShares Ultra Financials shares in Q1 2015, an estimated $14K.
  • B. Riley Wealth Management first reported a position in ProShares Ultra Financials in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's ProShares Ultra Financials position peaked at $45K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2015.

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