Creative Planning
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Creative Planning’s WBI BullBear Quality 3000 ETF WBIL Stock Holding History

Creative Planning’s Portfolio WBIL Stock Details WBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-656
Closed -$16K – 4853
2017
Q1 		$16K Buy
+656
New +$15.8K ﹤0.01% 3293

Other funds holding WBIL

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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's WBIL Position: Q2 2017 in Review

Creative Planning sold out of WBI BullBear Quality 3000 ETF (WBIL) in Q2 2017, closing a stake of 656 shares — an estimated $16K sold.

Creative Planning first reported a position in WBIL in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 13 funds tracked by Wall St. Rank hold WBIL as of Q2 2017.

  • Creative Planning reported no remaining WBI BullBear Quality 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 656 WBI BullBear Quality 3000 ETF shares in Q2 2017, an estimated $16K.
  • Creative Planning first reported a position in WBI BullBear Quality 3000 ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's WBI BullBear Quality 3000 ETF position peaked at $16K in Q1 2017.
  • 13 funds tracked by Wall St. Rank held WBI BullBear Quality 3000 ETF as of Q2 2017.

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