UCFA
WBIF icon

United Capital Financial Advisors’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

United Capital Financial Advisors’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,361
Closed -$308K – 1494
2019
Q2 		$308K Buy
11,361
+1,838
+19% +$50.9K ﹤0.01% 1201
2019
Q1 		$265K Buy
+9,523
New +$266K ﹤0.01% 1174
2016
Q1 		– Sell
-12,904
Closed -$295K – 1283
2015
Q4 		$295K Buy
+12,904
New +$295K ﹤0.01% 1021

Other funds holding WBIF

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 24.86% 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 $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

United Capital Financial Advisors sold out of WBI BullBear Value 3000 ETF (WBIF) in Q3 2019, closing a stake of 11,361 shares — an estimated $308K sold.

United Capital Financial Advisors first reported a position in WBIF in Q4 2015 and held it in 3 quarters. The position peaked at $308K in Q2 2019. 10 funds tracked by Wall St. Rank hold WBIF as of Q3 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Value 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,361 WBI BullBear Value 3000 ETF shares in Q3 2019, an estimated $308K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Value 3000 ETF in Q4 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's WBI BullBear Value 3000 ETF position peaked at $308K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q3 2019.

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