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Gradient Investments’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Gradient Investments’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
2018
Q3 		– Sell
-93
Closed -$3K – 1068
2018
Q2 		$3K Buy
+93
New +$2.63K ﹤0.01% 786

Other funds holding WBIF

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's WBIF Position: Q3 2018 in Review

Gradient Investments sold out of WBI BullBear Value 3000 ETF (WBIF) in Q3 2018, closing a stake of 93 shares — an estimated $3K sold.

Gradient Investments first reported a position in WBIF in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 15 funds tracked by Wall St. Rank hold WBIF as of Q3 2018.

  • Gradient Investments reported no remaining WBI BullBear Value 3000 ETF position as of Q3 2018 after selling out during the quarter.
  • Gradient Investments sold 93 WBI BullBear Value 3000 ETF shares in Q3 2018, an estimated $3K.
  • Gradient Investments first reported a position in WBI BullBear Value 3000 ETF in Q2 2018 and held it in 1 quarter.
  • Gradient Investments's WBI BullBear Value 3000 ETF position peaked at $3K in Q2 2018.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q3 2018.

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