AssetMark Inc
WBIR

AssetMark Inc’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

AssetMark Inc’s Portfolio WBIR Stock Details WBIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-188
Closed -$4K – 1517
2016
Q4 		$4K Buy
+188
New +$4.44K ﹤0.01% 1069

Other funds holding WBIR

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc's WBIR Position: Q1 2017 in Review

AssetMark Inc sold out of WBI BullBear Global Rotation ETF (WBIR) in Q1 2017, closing a stake of 188 shares — an estimated $4K sold.

AssetMark Inc first reported a position in WBIR in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 8 funds tracked by Wall St. Rank hold WBIR as of Q1 2017.

  • AssetMark Inc reported no remaining WBI BullBear Global Rotation ETF position as of Q1 2017 after selling out during the quarter.
  • AssetMark Inc sold 188 WBI BullBear Global Rotation ETF shares in Q1 2017, an estimated $4K.
  • AssetMark Inc first reported a position in WBI BullBear Global Rotation ETF in Q4 2016 and held it in 1 quarter.
  • AssetMark Inc's WBI BullBear Global Rotation ETF position peaked at $4K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q1 2017.

Based on AssetMark Inc's 13F filing for Q1 2017, filed 9 May 2017.