Morgan Stanley
WBIR

Morgan Stanley’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

Morgan Stanley’s Portfolio WBIR Stock Details WBIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13
Closed – – 6679
2017
Q2 		$0 Buy
+13
New +$316 ﹤0.01% 6715

Other funds holding WBIR

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley's WBIR Position: Q3 2017 in Review

Morgan Stanley sold out of WBI BullBear Global Rotation ETF (WBIR) in Q3 2017, closing a stake of 13 shares.

Morgan Stanley first reported a position in WBIR in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 7 funds tracked by Wall St. Rank hold WBIR as of Q3 2017.

  • Morgan Stanley reported no remaining WBI BullBear Global Rotation ETF position as of Q3 2017 after selling out during the quarter.
  • Morgan Stanley sold 13 WBI BullBear Global Rotation ETF shares in Q3 2017.
  • Morgan Stanley first reported a position in WBI BullBear Global Rotation ETF in Q2 2017 and held it in 1 quarter.
  • Morgan Stanley's WBI BullBear Global Rotation ETF position peaked at $0 in Q2 2017.
  • 7 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q3 2017.

Based on Morgan Stanley's 13F filing for Q3 2017, filed 14 Nov 2017.