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Royal Fund Management’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Royal Fund Management’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-360
Closed -$8K – 530
2017
Q2 		$8K Buy
+360
New +$8.11K ﹤0.01% 290

Other funds holding WBIG

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Fund Management sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q3 2017, closing a stake of 360 shares — an estimated $8K sold.

Royal Fund Management first reported a position in WBIG in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 11 funds tracked by Wall St. Rank hold WBIG as of Q3 2017.

  • Royal Fund Management reported no remaining WBI BullBear Yield 3000 ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 360 WBI BullBear Yield 3000 ETF shares in Q3 2017, an estimated $8K.
  • Royal Fund Management first reported a position in WBI BullBear Yield 3000 ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's WBI BullBear Yield 3000 ETF position peaked at $8K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q3 2017.

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