United Capital Financial Advisors’s WBI BullBear Yield 2000 ETF WBIC Stock Holding History

United Capital Financial Advisors’s Portfolio WBIC Stock Details WBIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,614	Closed	-$296K	–	1545
2019 Q2	$296K	Sell	15,614 -4,066	-21%	-$78.8K	﹤0.01%	1219
2019 Q1	$386K	Buy	19,680 +4,671	+31%	+$94.5K	﹤0.01%	1052
2018 Q4	$299K	Buy	15,009 +2,086	+16%	+$43.8K	﹤0.01%	1063
2018 Q3	$293K	Buy	+12,923	New	+$301K	﹤0.01%	1119
2016 Q3	–	Sell	-10,646	Closed	-$213K	–	1318
2016 Q2	$213K	Sell	10,646 -2,381	-18%	-$48.7K	﹤0.01%	1153
2016 Q1	$271K	Sell	13,027 -8,563	-40%	-$176K	﹤0.01%	1029
2015 Q4	$467K	Buy	+21,590	New	+$480K	0.01%	905

Other funds holding WBIC

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 WBIC Position: Q3 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Yield 2000 ETF (WBIC) in Q3 2019, closing a stake of 15,614 shares — an estimated $296K sold.

United Capital Financial Advisors first reported a position in WBIC in Q4 2015 and held it in 7 quarters. The position peaked at $467K in Q4 2015. 9 funds tracked by Wall St. Rank hold WBIC as of Q3 2019.

United Capital Financial Advisors reported no remaining WBI BullBear Yield 2000 ETF position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 15,614 WBI BullBear Yield 2000 ETF shares in Q3 2019, an estimated $296K.
United Capital Financial Advisors first reported a position in WBI BullBear Yield 2000 ETF in Q4 2015 and held it in 7 quarters.
United Capital Financial Advisors's WBI BullBear Yield 2000 ETF position peaked at $467K in Q4 2015.
9 funds tracked by Wall St. Rank held WBI BullBear Yield 2000 ETF as of Q3 2019.

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