Creative Planning
WBID

Creative Planning’s WBI BullBear Quality 2000 ETF WBID Stock Holding History

Creative Planning’s Portfolio WBID Stock Details WBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-548
Closed -$13K – 5102
2017
Q1 		$13K Buy
+548
New +$12.6K ﹤0.01% 3456

Other funds holding WBID

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's WBID Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Quality 2000 ETF (WBID) in Q2 2017, closing a stake of 548 shares — an estimated $13K sold.

Creative Planning first reported a position in WBID in Q1 2017 and held it in 1 quarter. The position peaked at $13K in Q1 2017. 6 funds tracked by Wall St. Rank hold WBID as of Q2 2017.

  • Creative Planning reported no remaining WBI BullBear Quality 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 548 WBI BullBear Quality 2000 ETF shares in Q2 2017, an estimated $13K.
  • Creative Planning first reported a position in WBI BullBear Quality 2000 ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's WBI BullBear Quality 2000 ETF position peaked at $13K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held WBI BullBear Quality 2000 ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.