SWP
WBIR

Stratos Wealth Partners’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

Stratos Wealth Partners’s Portfolio WBIR Stock Details WBIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-253
Closed -$6K – 2928
2018
Q3 		$6K Buy
+253
New +$6.34K ﹤0.01% 2418
2018
Q2 		– Sell
-411
Closed -$10K – 3012
2018
Q1 		$10K Hold
411
– – ﹤0.01% 2344
2017
Q4 		$10K Buy
+411
New +$10.4K ﹤0.01% 2190

Other funds holding WBIR

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's WBIR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WBI BullBear Global Rotation ETF (WBIR) in Q4 2018, closing a stake of 253 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in WBIR in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 12 funds tracked by Wall St. Rank hold WBIR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WBI BullBear Global Rotation ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 253 WBI BullBear Global Rotation ETF shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in WBI BullBear Global Rotation ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's WBI BullBear Global Rotation ETF position peaked at $10K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.