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Royal Fund Management’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Royal Fund Management’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-317
Closed -$8K – 529
2017
Q2 		$8K Buy
+317
New +$8.17K ﹤0.01% 289

Other funds holding WBIF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Fund Management sold out of WBI BullBear Value 3000 ETF (WBIF) in Q3 2017, closing a stake of 317 shares — an estimated $8K sold.

Royal Fund Management first reported a position in WBIF in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 14 funds tracked by Wall St. Rank hold WBIF as of Q3 2017.

  • Royal Fund Management reported no remaining WBI BullBear Value 3000 ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 317 WBI BullBear Value 3000 ETF shares in Q3 2017, an estimated $8K.
  • Royal Fund Management first reported a position in WBI BullBear Value 3000 ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's WBI BullBear Value 3000 ETF position peaked at $8K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q3 2017.

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