UCFA
WBIH

United Capital Financial Advisors’s WBI BullBear Global High Income ETF WBIH Stock Holding History

United Capital Financial Advisors’s Portfolio WBIH Stock Details WBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-68,519
Closed -$1.54M – 1516
2019
Q1 		$1.54M Sell
68,519
-42,436
-38% -$946K 0.01% 659
2018
Q4 		$2.43M Buy
110,955
+10,199
+10% +$231K 0.02% 516
2018
Q3 		$2.4M Buy
100,756
+12,714
+14% +$306K 0.02% 564
2018
Q2 		$2.11M Buy
88,042
+17,069
+24% +$411K 0.02% 581
2018
Q1 		$1.73M Buy
70,973
+40,778
+135% +$1.01M 0.01% 631
2017
Q4 		$753K Buy
30,195
+88
+0.3% +$2.18K 0.01% 856
2017
Q3 		$742K Buy
+30,107
New +$738K 0.01% 855
2017
Q2 		– Sell
-8,334
Closed -$203K – 1347
2017
Q1 		$203K Buy
+8,334
New +$200K ﹤0.01% 1179
2016
Q3 		– Sell
-40,196
Closed -$925K – 1345
2016
Q2 		$925K Sell
40,196
-7,405
-16% -$173K 0.01% 759
2016
Q1 		$1.12M Sell
47,601
-17,032
-26% -$394K 0.01% 679
2015
Q4 		$1.51M Buy
+64,633
New +$1.53M 0.02% 599

United Capital Financial Advisors's WBIH Position: Q2 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Global High Income ETF (WBIH) in Q2 2019, closing a stake of 68,519 shares — an estimated $1.54M sold.

United Capital Financial Advisors first reported a position in WBIH in Q4 2015 and held it in 11 quarters. The position peaked at $2.43M in Q4 2018. 0 funds tracked by Wall St. Rank hold WBIH as of Q2 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Global High Income ETF position as of Q2 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 68,519 WBI BullBear Global High Income ETF shares in Q2 2019, an estimated $1.54M.
  • United Capital Financial Advisors first reported a position in WBI BullBear Global High Income ETF in Q4 2015 and held it in 11 quarters.
  • United Capital Financial Advisors's WBI BullBear Global High Income ETF position peaked at $2.43M in Q4 2018.
  • 0 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.