RFA
WBIH

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

Reilly Financial 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
2016
Q4 		– Sell
-3,329
Closed -$78K – 971
2016
Q3 		$78K Buy
+3,329
New +$78.2K 0.01% 220

Other funds holding WBIH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Reilly Financial Advisors sold out of WBI BullBear Global High Income ETF (WBIH) in Q4 2016, closing a stake of 3,329 shares — an estimated $78K sold.

Reilly Financial Advisors first reported a position in WBIH in Q3 2016 and held it in 1 quarter. The position peaked at $78K in Q3 2016. 11 funds tracked by Wall St. Rank hold WBIH as of Q4 2016.

  • Reilly Financial Advisors reported no remaining WBI BullBear Global High Income ETF position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 3,329 WBI BullBear Global High Income ETF shares in Q4 2016, an estimated $78K.
  • Reilly Financial Advisors first reported a position in WBI BullBear Global High Income ETF in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's WBI BullBear Global High Income ETF position peaked at $78K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q4 2016.

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