Creative Planning
WBIF icon

Creative Planning’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Creative Planning’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-671
Closed -$17K – 4851
2017
Q1 		$17K Buy
+671
New +$16.9K ﹤0.01% 3240

Other funds holding WBIF

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 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 $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Creative Planning's WBIF Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Value 3000 ETF (WBIF) in Q2 2017, closing a stake of 671 shares — an estimated $17K sold.

Creative Planning first reported a position in WBIF in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 12 funds tracked by Wall St. Rank hold WBIF as of Q2 2017.

  • Creative Planning reported no remaining WBI BullBear Value 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 671 WBI BullBear Value 3000 ETF shares in Q2 2017, an estimated $17K.
  • Creative Planning first reported a position in WBI BullBear Value 3000 ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's WBI BullBear Value 3000 ETF position peaked at $17K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2017.

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