HighTower Advisors
WBIA

HighTower Advisors’s WBI BullBear Rising Income 2000 ETF WBIA Stock Holding History

HighTower Advisors’s Portfolio WBIA Stock Details WBIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-30,033
Closed -$729K – 2416
2018
Q1 		$729K Buy
30,033
+7,900
+36% +$200K 0.01% 1248
2017
Q4 		$556K Sell
22,133
-769
-3% -$19.1K ﹤0.01% 1395
2017
Q3 		$555K Buy
22,902
+2,692
+13% +$63.4K ﹤0.01% 1381
2017
Q2 		$487K Buy
+20,210
New +$479K ﹤0.01% 1376

Other funds holding WBIA

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors's WBIA Position: Q2 2018 in Review

HighTower Advisors sold out of WBI BullBear Rising Income 2000 ETF (WBIA) in Q2 2018, closing a stake of 30,033 shares — an estimated $729K sold.

HighTower Advisors first reported a position in WBIA in Q2 2017 and held it in 4 quarters. The position peaked at $729K in Q1 2018. 17 funds tracked by Wall St. Rank hold WBIA as of Q2 2018.

  • HighTower Advisors reported no remaining WBI BullBear Rising Income 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 30,033 WBI BullBear Rising Income 2000 ETF shares in Q2 2018, an estimated $729K.
  • HighTower Advisors first reported a position in WBI BullBear Rising Income 2000 ETF in Q2 2017 and held it in 4 quarters.
  • HighTower Advisors's WBI BullBear Rising Income 2000 ETF position peaked at $729K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held WBI BullBear Rising Income 2000 ETF as of Q2 2018.

Based on HighTower Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.