HighTower Advisors
WBIE

HighTower Advisors’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

HighTower Advisors’s Portfolio WBIE Stock Details WBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-36,481
Closed -$940K – 2404
2018
Q1 		$940K Buy
36,481
+10,368
+40% +$277K 0.01% 1110
2017
Q4 		$682K Sell
26,113
-989
-4% -$24.9K 0.01% 1300
2017
Q3 		$655K Buy
27,102
+3,164
+13% +$76.6K 0.01% 1309
2017
Q2 		$588K Buy
+23,938
New +$577K 0.01% 1297

Other funds holding WBIE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's WBIE Position: Q2 2018 in Review

HighTower Advisors sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q2 2018, closing a stake of 36,481 shares — an estimated $940K sold.

HighTower Advisors first reported a position in WBIE in Q2 2017 and held it in 4 quarters. The position peaked at $940K in Q1 2018. 17 funds tracked by Wall St. Rank hold WBIE as of Q2 2018.

  • HighTower Advisors reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 36,481 WBI BullBear Rising Income 3000 ETF shares in Q2 2018, an estimated $940K.
  • HighTower Advisors first reported a position in WBI BullBear Rising Income 3000 ETF in Q2 2017 and held it in 4 quarters.
  • HighTower Advisors's WBI BullBear Rising Income 3000 ETF position peaked at $940K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q2 2018.

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