TCM
WBIH

Tradewinds Capital Management’s WBI BullBear Global High Income ETF WBIH Stock Holding History

Tradewinds Capital Management’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
2018
Q1 		– Sell
-2,202
Closed -$55K – 773
2017
Q4 		$55K Hold
2,202
– – 0.03% 193
2017
Q3 		$54K Buy
+2,202
New +$54K 0.03% 201

Other funds holding WBIH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's WBIH Position: Q1 2018 in Review

Tradewinds Capital Management sold out of WBI BullBear Global High Income ETF (WBIH) in Q1 2018, closing a stake of 2,202 shares — an estimated $55K sold.

Tradewinds Capital Management first reported a position in WBIH in Q3 2017 and held it in 2 quarters. The position peaked at $55K in Q4 2017. 16 funds tracked by Wall St. Rank hold WBIH as of Q1 2018.

  • Tradewinds Capital Management reported no remaining WBI BullBear Global High Income ETF position as of Q1 2018 after selling out during the quarter.
  • Tradewinds Capital Management sold 2,202 WBI BullBear Global High Income ETF shares in Q1 2018, an estimated $55K.
  • Tradewinds Capital Management first reported a position in WBI BullBear Global High Income ETF in Q3 2017 and held it in 2 quarters.
  • Tradewinds Capital Management's WBI BullBear Global High Income ETF position peaked at $55K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q1 2018.

Based on Tradewinds Capital Management's 13F filing for Q1 2018, filed 2 May 2018.