CFD
WBIR

Creative Financial Designs’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

Creative Financial Designs’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
2018
Q3 		– Sell
-183
Closed -$5K – 857
2018
Q2 		$5K Buy
+183
New +$4.63K ﹤0.01% 563

Other funds holding WBIR

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Financial Designs's WBIR Position: Q3 2018 in Review

Creative Financial Designs sold out of WBI BullBear Global Rotation ETF (WBIR) in Q3 2018, closing a stake of 183 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in WBIR in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 12 funds tracked by Wall St. Rank hold WBIR as of Q3 2018.

  • Creative Financial Designs reported no remaining WBI BullBear Global Rotation ETF position as of Q3 2018 after selling out during the quarter.
  • Creative Financial Designs sold 183 WBI BullBear Global Rotation ETF shares in Q3 2018, an estimated $5K.
  • Creative Financial Designs first reported a position in WBI BullBear Global Rotation ETF in Q2 2018 and held it in 1 quarter.
  • Creative Financial Designs's WBI BullBear Global Rotation ETF position peaked at $5K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.