UCFA
WBIB

United Capital Financial Advisors’s WBI BullBear Value 2000 ETF WBIB Stock Holding History

United Capital Financial Advisors’s Portfolio WBIB Stock Details WBIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,554
Closed -$223K – 1544
2019
Q2 		$223K Sell
9,554
-277
-3% -$6.3K ﹤0.01% 1336
2019
Q1 		$216K Buy
+9,831
New +$214K ﹤0.01% 1248
2016
Q1 		– Sell
-10,503
Closed -$240K – 1304
2015
Q4 		$240K Buy
+10,503
New +$247K ﹤0.01% 1081

Other funds holding WBIB

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

United Capital Financial Advisors's WBIB Position: Q3 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Value 2000 ETF (WBIB) in Q3 2019, closing a stake of 9,554 shares — an estimated $223K sold.

United Capital Financial Advisors first reported a position in WBIB in Q4 2015 and held it in 3 quarters. The position peaked at $240K in Q4 2015. 9 funds tracked by Wall St. Rank hold WBIB as of Q3 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Value 2000 ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,554 WBI BullBear Value 2000 ETF shares in Q3 2019, an estimated $223K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Value 2000 ETF in Q4 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's WBI BullBear Value 2000 ETF position peaked at $240K in Q4 2015.
  • 9 funds tracked by Wall St. Rank held WBI BullBear Value 2000 ETF as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.