UCFA
WBIA

United Capital Financial Advisors’s WBI BullBear Rising Income 2000 ETF WBIA Stock Holding History

United Capital Financial Advisors’s Portfolio WBIA Stock Details WBIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,013
Closed -$226K – 1305
2015
Q4 		$226K Buy
+10,013
New +$226K ﹤0.01% 1100

Other funds holding WBIA

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

United Capital Financial Advisors's WBIA Position: Q1 2016 in Review

United Capital Financial Advisors sold out of WBI BullBear Rising Income 2000 ETF (WBIA) in Q1 2016, closing a stake of 10,013 shares — an estimated $226K sold.

United Capital Financial Advisors first reported a position in WBIA in Q4 2015 and held it in 1 quarter. The position peaked at $226K in Q4 2015. 11 funds tracked by Wall St. Rank hold WBIA as of Q1 2016.

  • United Capital Financial Advisors reported no remaining WBI BullBear Rising Income 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,013 WBI BullBear Rising Income 2000 ETF shares in Q1 2016, an estimated $226K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Rising Income 2000 ETF in Q4 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's WBI BullBear Rising Income 2000 ETF position peaked at $226K in Q4 2015.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Rising Income 2000 ETF as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.