RFM
WBIE

Royal Fund Management’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Royal Fund Management’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
2017
Q3 		– Sell
-210
Closed -$5K – 545
2017
Q2 		$5K Buy
+210
New +$5.06K ﹤0.01% 324

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Fund Management's WBIE Position: Q3 2017 in Review

Royal Fund Management sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q3 2017, closing a stake of 210 shares — an estimated $5K sold.

Royal Fund Management first reported a position in WBIE in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 12 funds tracked by Wall St. Rank hold WBIE as of Q3 2017.

  • Royal Fund Management reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 210 WBI BullBear Rising Income 3000 ETF shares in Q3 2017, an estimated $5K.
  • Royal Fund Management first reported a position in WBI BullBear Rising Income 3000 ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's WBI BullBear Rising Income 3000 ETF position peaked at $5K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.