HighTower Advisors
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HighTower Advisors’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

HighTower Advisors’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-43,386
Closed -$1.11M – 2380
2018
Q1 		$1.11M Sell
43,386
-1,145
-3% -$30.3K 0.01% 1030
2017
Q4 		$1.15M Sell
44,531
-1,823
-4% -$45.1K 0.01% 1039
2017
Q3 		$1.1M Buy
46,354
+5,418
+13% +$126K 0.01% 1049
2017
Q2 		$940K Buy
+40,936
New +$923K 0.01% 1080

Other funds holding WBIG

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $609B AUM 40.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HighTower Advisors's WBIG Position: Q2 2018 in Review

HighTower Advisors sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q2 2018, closing a stake of 43,386 shares — an estimated $1.11M sold.

HighTower Advisors first reported a position in WBIG in Q2 2017 and held it in 4 quarters. The position peaked at $1.15M in Q4 2017. 21 funds tracked by Wall St. Rank hold WBIG as of Q2 2018.

  • HighTower Advisors reported no remaining WBI BullBear Yield 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 43,386 WBI BullBear Yield 3000 ETF shares in Q2 2018, an estimated $1.11M.
  • HighTower Advisors first reported a position in WBI BullBear Yield 3000 ETF in Q2 2017 and held it in 4 quarters.
  • HighTower Advisors's WBI BullBear Yield 3000 ETF position peaked at $1.15M in Q4 2017.
  • 21 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2018.

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