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Gradient Investments’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Gradient Investments’s Portfolio WBIY Stock Details WBIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-341
Closed -$9K – 1071
2018
Q2 		$9K Buy
+341
New +$9.1K ﹤0.01% 636

Other funds holding WBIY

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 28.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gradient Investments's WBIY Position: Q3 2018 in Review

Gradient Investments sold out of WBI Power Factor High Dividend ETF (WBIY) in Q3 2018, closing a stake of 341 shares — an estimated $9K sold.

Gradient Investments first reported a position in WBIY in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 18 funds tracked by Wall St. Rank hold WBIY as of Q3 2018.

  • Gradient Investments reported no remaining WBI Power Factor High Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Gradient Investments sold 341 WBI Power Factor High Dividend ETF shares in Q3 2018, an estimated $9K.
  • Gradient Investments first reported a position in WBI Power Factor High Dividend ETF in Q2 2018 and held it in 1 quarter.
  • Gradient Investments's WBI Power Factor High Dividend ETF position peaked at $9K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q3 2018.

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