KWM
WBIC

Kingsview Wealth Management’s WBI BullBear Yield 2000 ETF WBIC Stock Holding History

Kingsview Wealth Management’s Portfolio WBIC Stock Details WBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,269
Closed -$304K – 529
2018
Q4 		$304K Buy
15,269
+754
+5% +$15.8K 0.07% 285
2018
Q3 		$329K Buy
+14,515
New +$338K 0.07% 278

Other funds holding WBIC

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's WBIC Position: Q1 2019 in Review

Kingsview Wealth Management sold out of WBI BullBear Yield 2000 ETF (WBIC) in Q1 2019, closing a stake of 15,269 shares — an estimated $304K sold.

Kingsview Wealth Management first reported a position in WBIC in Q3 2018 and held it in 2 quarters. The position peaked at $329K in Q3 2018. 14 funds tracked by Wall St. Rank hold WBIC as of Q1 2019.

  • Kingsview Wealth Management reported no remaining WBI BullBear Yield 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,269 WBI BullBear Yield 2000 ETF shares in Q1 2019, an estimated $304K.
  • Kingsview Wealth Management first reported a position in WBI BullBear Yield 2000 ETF in Q3 2018 and held it in 2 quarters.
  • Kingsview Wealth Management's WBI BullBear Yield 2000 ETF position peaked at $329K in Q3 2018.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Yield 2000 ETF as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.