GI
WBII

Gradient Investments’s WBI BullBear Global Income ETF WBII Stock Holding History

Gradient Investments’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-438
Closed -$10K – 1097
2018
Q2 		$10K Buy
+438
New +$10.6K ﹤0.01% 619

Other funds holding WBII

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's WBII Position: Q3 2018 in Review

Gradient Investments sold out of WBI BullBear Global Income ETF (WBII) in Q3 2018, closing a stake of 438 shares — an estimated $10K sold.

Gradient Investments first reported a position in WBII in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 16 funds tracked by Wall St. Rank hold WBII as of Q3 2018.

  • Gradient Investments reported no remaining WBI BullBear Global Income ETF position as of Q3 2018 after selling out during the quarter.
  • Gradient Investments sold 438 WBI BullBear Global Income ETF shares in Q3 2018, an estimated $10K.
  • Gradient Investments first reported a position in WBI BullBear Global Income ETF in Q2 2018 and held it in 1 quarter.
  • Gradient Investments's WBI BullBear Global Income ETF position peaked at $10K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q3 2018.

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