UCFA
WBIE

United Capital Financial Advisors’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

United Capital Financial Advisors’s Portfolio WBIE Stock Details WBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,250
Closed -$274K – 1531
2019
Q2 		$274K Buy
+10,250
New +$274K ﹤0.01% 1257
2016
Q1 		– Sell
-12,040
Closed -$278K – 1299
2015
Q4 		$278K Buy
+12,040
New +$279K ﹤0.01% 1041

Other funds holding WBIE

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 28.91% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
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 WBIE Position: Q3 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q3 2019, closing a stake of 10,250 shares — an estimated $274K sold.

United Capital Financial Advisors first reported a position in WBIE in Q4 2015 and held it in 2 quarters. The position peaked at $278K in Q4 2015. 11 funds tracked by Wall St. Rank hold WBIE as of Q3 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,250 WBI BullBear Rising Income 3000 ETF shares in Q3 2019, an estimated $274K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Rising Income 3000 ETF in Q4 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's WBI BullBear Rising Income 3000 ETF position peaked at $278K in Q4 2015.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q3 2019.

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