RFA
WBIE

Reilly Financial Advisors’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Reilly Financial Advisors’s Portfolio WBIE Stock Details WBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-436
Closed -$9K – 928
2016
Q3 		$9K Buy
+436
New +$9.57K ﹤0.01% 558

Other funds holding WBIE

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Reilly Financial Advisors's WBIE Position: Q4 2016 in Review

Reilly Financial Advisors sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q4 2016, closing a stake of 436 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in WBIE in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 10 funds tracked by Wall St. Rank hold WBIE as of Q4 2016.

  • Reilly Financial Advisors reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 436 WBI BullBear Rising Income 3000 ETF shares in Q4 2016, an estimated $9K.
  • Reilly Financial Advisors first reported a position in WBI BullBear Rising Income 3000 ETF in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's WBI BullBear Rising Income 3000 ETF position peaked at $9K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.