HighTower Advisors
WBIH

HighTower Advisors’s WBI BullBear Global High Income ETF WBIH Stock Holding History

HighTower Advisors’s Portfolio WBIH Stock Details WBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-30,586
Closed -$746K – 2442
2018
Q1 		$746K Sell
30,586
-142,681
-82% -$3.54M 0.01% 1239
2017
Q4 		$4.32M Sell
173,267
-113,690
-40% -$2.82M 0.04% 526
2017
Q3 		$7.07M Buy
286,957
+50,506
+21% +$1.24M 0.06% 355
2017
Q2 		$5.8M Buy
+236,451
New +$5.79M 0.05% 416

Other funds holding WBIH

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's WBIH Position: Q2 2018 in Review

HighTower Advisors sold out of WBI BullBear Global High Income ETF (WBIH) in Q2 2018, closing a stake of 30,586 shares — an estimated $746K sold.

HighTower Advisors first reported a position in WBIH in Q2 2017 and held it in 4 quarters. The position peaked at $7.07M in Q3 2017. 21 funds tracked by Wall St. Rank hold WBIH as of Q2 2018.

  • HighTower Advisors reported no remaining WBI BullBear Global High Income ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 30,586 WBI BullBear Global High Income ETF shares in Q2 2018, an estimated $746K.
  • HighTower Advisors first reported a position in WBI BullBear Global High Income ETF in Q2 2017 and held it in 4 quarters.
  • HighTower Advisors's WBI BullBear Global High Income ETF position peaked at $7.07M in Q3 2017.
  • 21 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q2 2018.

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