GI
WBIC

Gradient Investments’s WBI BullBear Yield 2000 ETF WBIC Stock Holding History

Gradient Investments’s Portfolio WBIC Stock Details WBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-82
Closed -$2K – 1114
2018
Q2 		$2K Buy
+82
New +$1.85K ﹤0.01% 859

Other funds holding WBIC

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's WBIC Position: Q3 2018 in Review

Gradient Investments sold out of WBI BullBear Yield 2000 ETF (WBIC) in Q3 2018, closing a stake of 82 shares — an estimated $2K sold.

Gradient Investments first reported a position in WBIC in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 15 funds tracked by Wall St. Rank hold WBIC as of Q3 2018.

  • Gradient Investments reported no remaining WBI BullBear Yield 2000 ETF position as of Q3 2018 after selling out during the quarter.
  • Gradient Investments sold 82 WBI BullBear Yield 2000 ETF shares in Q3 2018, an estimated $2K.
  • Gradient Investments first reported a position in WBI BullBear Yield 2000 ETF in Q2 2018 and held it in 1 quarter.
  • Gradient Investments's WBI BullBear Yield 2000 ETF position peaked at $2K in Q2 2018.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Yield 2000 ETF as of Q3 2018.

Based on Gradient Investments's 13F filing for Q3 2018, filed 11 Oct 2018.