Morgan Stanley
WBIT

Morgan Stanley’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

Morgan Stanley’s Portfolio WBIT Stock Details WBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-350
Closed -$7K – 6803
2019
Q4 		$7K Buy
+350
New +$7.34K ﹤0.01% 6357

Other funds holding WBIT

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley's WBIT Position: Q1 2020 in Review

Morgan Stanley sold out of WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q1 2020, closing a stake of 350 shares — an estimated $7K sold.

Morgan Stanley first reported a position in WBIT in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 15 funds tracked by Wall St. Rank hold WBIT as of Q1 2020.

  • Morgan Stanley reported no remaining WBI BullBear Trend Switch US 3000 Total Return ETF position as of Q1 2020 after selling out during the quarter.
  • Morgan Stanley sold 350 WBI BullBear Trend Switch US 3000 Total Return ETF shares in Q1 2020, an estimated $7K.
  • Morgan Stanley first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q4 2019 and held it in 1 quarter.
  • Morgan Stanley's WBI BullBear Trend Switch US 3000 Total Return ETF position peaked at $7K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q1 2020.

Based on Morgan Stanley's 13F filing for Q1 2020, filed 15 May 2020.